Baron Wealth Management
SHEL icon

Baron Wealth Management’s Shell SHEL Stock Holding History

Baron 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
Q3 		$248K Sell
2,606
-71
-3% -$6.41K 0.06% 237
2026
Q2 		$208K Sell
2,677
-2,077
-44% -$179K 0.05% 281
2026
Q1 		$442K Hold
4,754
– – 0.13% 124
2025
Q4 		$349K Hold
4,754
– – 0.11% 150
2025
Q3 		$340K Sell
4,754
-41
-0.9% -$2.95K 0.11% 135
2025
Q2 		$338K Sell
4,795
-1,360
-22% -$91.2K 0.12% 128
2025
Q1 		$451K Sell
6,155
-2,055
-25% -$138K 0.2% 83
2024
Q4 		$514K Hold
8,210
– – 0.24% 63
2024
Q3 		$541K Buy
8,210
+64
+0.8% +$4.53K 0.26% 60
2024
Q2 		$588K Buy
8,146
+1,603
+24% +$115K 0.3% 46
2024
Q1 		$439K Hold
6,543
– – 0.23% 67
2023
Q4 		$431K Buy
6,543
+308
+5% +$20.2K 0.24% 64
2023
Q3 		$401K Buy
6,235
+694
+13% +$43.2K 0.26% 59
2023
Q2 		$335K Buy
5,541
+106
+2% +$6.36K 0.21% 82
2023
Q1 		$313K Buy
5,435
+99
+2% +$5.82K 0.22% 77
2022
Q4 		$304K Buy
+5,336
New +$294K 0.23% 75

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Life Cycle Investment Partners
Life Cycle Investment Partners London $23.6B AUM 38.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
WGI DM
WGI DM Boston, Massachusetts $1.26B AUM 4.28% 1-Year Est. Return

Baron Wealth Management's SHEL Position: Q3 2026 in Review

Baron Wealth Management reduced its Shell (SHEL) stake by 2.7% in Q3 2026, selling an estimated $6.41K and leaving 2,606 shares worth $248K. The position accounts for 0.06% of the portfolio, ranked #237.

Baron Wealth Management first reported a position in SHEL in Q4 2022 and has held it in 16 quarters since. The position peaked at $588K in Q2 2024. 1,423 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

  • Baron Wealth Management held 2,606 shares of Shell worth $248K as of Q3 2026.
  • Baron Wealth Management sold 71 Shell shares in Q3 2026, an estimated $6.41K.
  • Shell made up 0.06% of Baron Wealth Management's portfolio in Q3 2026, its #237 holding.
  • Baron Wealth Management first reported a position in Shell in Q4 2022 and has held it in 16 quarters since.
  • Baron Wealth Management's Shell position peaked at $588K in Q2 2024.
  • 1,423 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on Baron Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.