Cornerstone Wealth Management’s Shell SHEL Stock Holding History

Cornerstone 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	$219K	Buy	+2,308	New	+$208K	0.01%	700

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Life Cycle Investment Partners London $23.6B AUM 38.44% 1-Year Est. Return

WGI DM Boston, Massachusetts $1.26B AUM 4.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

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

Cornerstone Wealth Management opened a new position in Shell (SHEL) in Q3 2026: 2,308 shares worth $219K. The stake represents 0.01% of the portfolio and ranks #700 among its holdings.

1,253 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

Cornerstone Wealth Management held 2,308 shares of Shell worth $219K as of Q3 2026.
Shell was a new Cornerstone Wealth Management position in Q3 2026.
Shell made up 0.01% of Cornerstone Wealth Management's portfolio in Q3 2026, its #700 holding.
1,253 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.