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Berger Financial Group’s Shell SHEL Stock Holding History

Berger 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 		$327K Sell
3,518
-1
-0% -$81 0.02% 359
2025
Q4 		$259K Buy
3,519
+1
+0% +$74 0.02% 406
2025
Q3 		$252K Sell
3,518
-261
-7% -$18.8K 0.02% 385
2025
Q2 		$266K Buy
3,779
+3
+0.1% +$201 0.02% 356
2025
Q1 		$277K Buy
3,776
+3
+0.1% +$202 0.02% 345
2024
Q4 		$236K Buy
+3,773
New +$247K 0.02% 368

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

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

Berger Financial Group reduced its Shell (SHEL) stake by 0.03% in Q1 2026, selling an estimated $81 and leaving 3,518 shares worth $327K. The position accounts for 0.02% of the portfolio, ranked #359.

Berger Financial Group first reported a position in SHEL in Q4 2024 and has held it in 6 quarters since. 1,584 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Berger Financial Group held 3,518 shares of Shell worth $327K as of Q1 2026.
  • Berger Financial Group sold 1 Shell share in Q1 2026, an estimated $81.
  • Shell made up 0.02% of Berger Financial Group's portfolio in Q1 2026, its #359 holding.
  • Berger Financial Group first reported a position in Shell in Q4 2024 and has held it in 6 quarters since.
  • 1,584 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.