Baird Financial Group
SHEL icon

Baird Financial Group’s Shell SHEL Stock Holding History

Baird Financial Group’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
Q1 		$6.81M Sell
73,233
-6,340
-8% -$512K 0.01% 655
2025
Q4 		$5.85M Sell
79,573
-426
-0.5% -$31.4K 0.01% 692
2025
Q3 		$5.72M Sell
79,999
-21,844
-21% -$1.57M 0.01% 688
2025
Q2 		$7.17M Sell
101,843
-23,799
-19% -$1.6M 0.01% 605
2025
Q1 		$9.21M Buy
125,642
+2,358
+2% +$159K 0.02% 528
2024
Q4 		$7.72M Buy
123,284
+3,884
+3% +$255K 0.01% 571
2024
Q3 		$7.87M Sell
119,400
-3,853
-3% -$273K 0.02% 574
2024
Q2 		$8.9M Buy
123,253
+4,550
+4% +$325K 0.02% 516
2024
Q1 		$7.96M Sell
118,703
-25,970
-18% -$1.66M 0.02% 532
2023
Q4 		$9.52M Sell
144,673
-952
-0.7% -$62.5K 0.02% 460
2023
Q3 		$9.38M Buy
145,625
+4,527
+3% +$282K 0.03% 443
2023
Q2 		$8.52M Buy
141,098
+1,718
+1% +$103K 0.02% 484
2023
Q1 		$8.02M Buy
139,380
+11,310
+9% +$665K 0.02% 483
2022
Q4 		$7.29M Buy
128,070
+60,927
+91% +$3.36M 0.02% 500
2022
Q3 		$3.34M Sell
67,143
-4,741
-7% -$244K 0.01% 668
2022
Q2 		$3.76M Sell
71,884
-12,609
-15% -$708K 0.01% 648
2022
Q1 		$4.64M Buy
+84,493
New +$4.49M 0.01% 637

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Baird Financial Group's SHEL Position: Q1 2026 in Review

Baird Financial Group reduced its Shell (SHEL) stake by 8% in Q1 2026, selling an estimated $512K and leaving 73,233 shares worth $6.81M. The position accounts for 0.01% of the portfolio, ranked #655.

Baird Financial Group first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. The position peaked at $9.52M in Q4 2023. 1,584 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Baird Financial Group held 73,233 shares of Shell worth $6.81M as of Q1 2026.
  • Baird Financial Group sold 6,340 Shell shares in Q1 2026, an estimated $512K.
  • Shell made up 0.01% of Baird Financial Group's portfolio in Q1 2026, its #655 holding.
  • Baird Financial Group first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
  • Baird Financial Group's Shell position peaked at $9.52M in Q4 2023.
  • 1,584 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.