Baker Tilly Wealth Management’s Shell SHEL Stock Holding History

Baker Tilly Wealth Management’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	–	Sell	-2,362	Closed	-$220K	–	309
2026 Q1	$220K	Buy	+2,362	New	+$191K	0.05%	264
2024 Q2	–	Sell	-9,636	Closed	-$646K	–	394
2024 Q1	$646K	Buy	9,636 +267	+3%	+$17.1K	0.12%	192
2023 Q4	$616K	Sell	9,369 -218	-2%	-$14.3K	0.1%	224
2023 Q3	$617K	Sell	9,587 -988	-9%	-$61.5K	0.1%	209
2023 Q2	$638K	Buy	10,575 +530	+5%	+$31.8K	0.07%	282
2023 Q1	$578K	Buy	10,045 +558	+6%	+$32.8K	0.07%	296
2022 Q4	$540K	Sell	9,487 -479	-5%	-$26.4K	0.07%	302
2022 Q3	$496K	Buy	9,966 +336	+3%	+$17.3K	0.07%	293
2022 Q2	$504K	Buy	+9,630	New	+$541K	0.07%	303

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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 Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Baker Tilly Wealth Management's SHEL Position: Q2 2026 in Review

Baker Tilly Wealth Management sold out of Shell (SHEL) in Q2 2026, closing a stake of 2,362 shares — an estimated $220K sold.

Baker Tilly Wealth Management first reported a position in SHEL in Q2 2022 and held it in 9 quarters. The position peaked at $646K in Q1 2024. 1,527 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Baker Tilly Wealth Management reported no remaining Shell position as of Q2 2026 after selling out during the quarter.
Baker Tilly Wealth Management sold 2,362 Shell shares in Q2 2026, an estimated $220K.
Baker Tilly Wealth Management first reported a position in Shell in Q2 2022 and held it in 9 quarters.
Baker Tilly Wealth Management's Shell position peaked at $646K in Q1 2024.
1,527 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.