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Dorsey & Whitney Trust’s Shell SHEL Stock Holding History

Dorsey & Whitney Trust’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 		$911K Sell
11,752
-512
-4% -$44.2K 0.04% 323
2026
Q1 		$1.14M Buy
12,264
+103
+0.8% +$8.32K 0.06% 264
2025
Q4 		$894K Buy
12,161
+1,495
+14% +$110K 0.05% 307
2025
Q3 		$763K Sell
10,666
-203
-2% -$14.6K 0.04% 336
2025
Q2 		$765K Sell
10,869
-3,492
-24% -$234K 0.04% 330
2025
Q1 		$1.05M Buy
14,361
+123
+0.9% +$8.29K 0.06% 253
2024
Q4 		$892K Sell
14,238
-180
-1% -$11.8K 0.05% 282
2024
Q3 		$951K Buy
14,418
+619
+4% +$43.8K 0.05% 269
2024
Q2 		$996K Buy
13,799
+584
+4% +$41.7K 0.07% 224
2024
Q1 		$886K Buy
13,215
+93
+0.7% +$5.96K 0.06% 236
2023
Q4 		$863K Sell
13,122
-96
-0.7% -$6.3K 0.07% 226
2023
Q3 		$851K Buy
13,218
+412
+3% +$25.6K 0.07% 217
2023
Q2 		$773K Sell
12,806
-6,068
-32% -$364K 0.06% 243
2023
Q1 		$1.09M Buy
18,874
+540
+3% +$31.8K 0.1% 189
2022
Q4 		$1.04M Buy
18,334
+3,377
+23% +$186K 0.1% 188
2022
Q3 		$744K Sell
14,957
-2,211
-13% -$114K 0.08% 226
2022
Q2 		$898K Buy
17,168
+1,360
+9% +$76.4K 0.09% 202
2022
Q1 		$869K Buy
+15,808
New +$839K 0.08% 218

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
T. Rowe Price Associates
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
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Dorsey & Whitney Trust's SHEL Position: Q2 2026 in Review

Dorsey & Whitney Trust reduced its Shell (SHEL) stake by 4.2% in Q2 2026, selling an estimated $44.2K and leaving 11,752 shares worth $911K. The position accounts for 0.04% of the portfolio, ranked #323.

Dorsey & Whitney Trust first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.14M in Q1 2026. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Dorsey & Whitney Trust held 11,752 shares of Shell worth $911K as of Q2 2026.
  • Dorsey & Whitney Trust sold 512 Shell shares in Q2 2026, an estimated $44.2K.
  • Shell made up 0.04% of Dorsey & Whitney Trust's portfolio in Q2 2026, its #323 holding.
  • Dorsey & Whitney Trust first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
  • Dorsey & Whitney Trust's Shell position peaked at $1.14M in Q1 2026.
  • 1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Dorsey & Whitney Trust's 13F filing for Q2 2026, filed 14 Aug 2026.