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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
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 $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

Dorsey & Whitney Trust's SHEL Position: Q1 2026 in Review

Dorsey & Whitney Trust increased its Shell (SHEL) stake by 0.85% in Q1 2026, buying an estimated $8.32K and bringing the position to 12,264 shares worth $1.14M. The position accounts for 0.06% of the portfolio, ranked #264.

Dorsey & Whitney Trust first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Dorsey & Whitney Trust held 12,264 shares of Shell worth $1.14M as of Q1 2026.
  • Dorsey & Whitney Trust bought 103 Shell shares in Q1 2026, an estimated $8.32K.
  • Shell made up 0.06% of Dorsey & Whitney Trust's portfolio in Q1 2026, its #264 holding.
  • Dorsey & Whitney Trust first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
  • 1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Dorsey & Whitney Trust's 13F filing for Q1 2026, filed 14 May 2026.