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Ausdal Financial Partners’s Shell SHEL Stock Holding History

Ausdal Financial Partners’s Portfolio SHEL Stock Details SHEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.03M Sell
39,026
-13,841
-26% -$1.19M 0.12% 189
2026
Q1 		$4.92M Sell
52,867
-7,365
-12% -$595K 0.22% 113
2025
Q4 		$4.43M Sell
60,232
-2,050
-3% -$151K 0.21% 118
2025
Q3 		$4.46M Buy
62,282
+2,014
+3% +$145K 0.22% 110
2025
Q2 		$4.24M Sell
60,268
-2,292
-4% -$154K 0.28% 85
2025
Q1 		$4.58M Sell
62,560
-1,878
-3% -$127K 0.35% 62
2024
Q4 		$4.04M Buy
64,438
+58,114
+919% +$3.81M 0.35% 66
2024
Q3 		$417K Sell
6,324
-799
-11% -$56.6K 0.04% 345
2024
Q2 		$514K Sell
7,123
-333
-4% -$23.8K 0.05% 286
2024
Q1 		$500K Sell
7,456
-65
-0.9% -$4.17K 0.06% 272
2023
Q4 		$495K Buy
7,521
+328
+5% +$21.5K 0.06% 256
2023
Q3 		$463K Sell
7,193
-30
-0.4% -$1.87K 0.06% 251
2023
Q2 		$436K Sell
7,223
-44
-0.6% -$2.64K 0.06% 265
2023
Q1 		$418K Buy
7,267
+57
+0.8% +$3.35K 0.06% 272
2022
Q4 		$411K Sell
7,210
-1,495
-17% -$82.4K 0.06% 270
2022
Q3 		$433K Buy
8,705
+6
+0.1% +$309 0.07% 265
2022
Q2 		$455K Sell
8,699
-928
-10% -$52.1K 0.07% 277
2022
Q1 		$529K Buy
+9,627
New +$511K 0.07% 270

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Ausdal Financial Partners's SHEL Position: Q2 2026 in Review

Ausdal Financial Partners reduced its Shell (SHEL) stake by 26% in Q2 2026, selling an estimated $1.19M and leaving 39,026 shares worth $3.03M. The position accounts for 0.12% of the portfolio, ranked #189.

Ausdal Financial Partners first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $4.92M in Q1 2026. 1,532 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Ausdal Financial Partners held 39,026 shares of Shell worth $3.03M as of Q2 2026.
  • Ausdal Financial Partners sold 13,841 Shell shares in Q2 2026, an estimated $1.19M.
  • Shell made up 0.12% of Ausdal Financial Partners's portfolio in Q2 2026, its #189 holding.
  • Ausdal Financial Partners first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
  • Ausdal Financial Partners's Shell position peaked at $4.92M in Q1 2026.
  • 1,532 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Ausdal Financial Partners's 13F filing for Q2 2026, filed 14 Aug 2026.