Braun-Bostich & Associates’s Shell SHEL Stock Holding History

Braun-Bostich & Associates’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	$261K	Buy	3,368 +28	+0.8%	+$2.42K	0.15%	108
2026 Q1	$311K	Sell	3,340 -298	-8%	-$24.1K	0.19%	87
2025 Q4	$267K	Sell	3,638 -137	-4%	-$10.1K	0.17%	95
2025 Q3	$270K	Sell	3,775 -180	-5%	-$13K	0.17%	94
2025 Q2	$278K	Sell	3,955 -42	-1%	-$2.81K	0.19%	88
2025 Q1	$293K	Buy	3,997 +302	+8%	+$20.3K	0.22%	87
2024 Q4	$231K	Sell	3,695 -510	-12%	-$33.4K	0.17%	95
2024 Q3	$277K	Sell	4,205 -27	-0.6%	-$1.91K	0.19%	87
2024 Q2	$305K	Buy	+4,232	New	+$302K	0.23%	77

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

Braun-Bostich & Associates's SHEL Position: Q2 2026 in Review

Braun-Bostich & Associates increased its Shell (SHEL) stake by 0.84% in Q2 2026, buying an estimated $2.42K and bringing the position to 3,368 shares worth $261K. The position accounts for 0.15% of the portfolio, ranked #108.

Braun-Bostich & Associates first reported a position in SHEL in Q2 2024 and has held it in 9 quarters since. The position peaked at $311K in Q1 2026. 1,532 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Braun-Bostich & Associates held 3,368 shares of Shell worth $261K as of Q2 2026.
Braun-Bostich & Associates bought 28 Shell shares in Q2 2026, an estimated $2.42K.
Shell made up 0.15% of Braun-Bostich & Associates's portfolio in Q2 2026, its #108 holding.
Braun-Bostich & Associates first reported a position in Shell in Q2 2024 and has held it in 9 quarters since.
Braun-Bostich & Associates's Shell position peaked at $311K in Q1 2026.
1,532 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Braun-Bostich & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.