First Foundation Advisors’s Shell SHEL Stock Holding History

First Foundation Advisors’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	$417K	Buy	4,481 +1,197	+36%	+$96.7K	0.02%	261
2025 Q4	$241K	Buy	+3,284	New	+$242K	0.01%	305
2025 Q2	–	Sell	-3,812	Closed	-$279K	–	350
2025 Q1	$279K	Sell	3,812 -195	-5%	-$13.1K	0.01%	282
2024 Q4	$251K	Sell	4,007 -2,026	-34%	-$133K	0.01%	303
2024 Q3	$398K	Sell	6,033 -836	-12%	-$59.2K	0.02%	257
2024 Q2	$496K	Sell	6,869 -377	-5%	-$26.9K	0.02%	223
2024 Q1	$486K	Sell	7,246 -709	-9%	-$45.4K	0.02%	228
2023 Q4	$523K	Buy	7,955 +1,008	+15%	+$66.1K	0.02%	224
2023 Q3	$447K	Buy	6,947 +207	+3%	+$12.9K	0.02%	264
2023 Q2	$407K	Buy	6,740 +136	+2%	+$8.16K	0.02%	269
2023 Q1	$380K	Buy	6,604 +719	+12%	+$42.3K	0.02%	266
2022 Q4	$335K	Buy	5,885 +1,383	+31%	+$76.2K	0.02%	291
2022 Q3	$224K	Buy	+4,502	New	+$232K	0.01%	331

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

First Foundation Advisors's SHEL Position: Q1 2026 in Review

First Foundation Advisors increased its Shell (SHEL) stake by 36% in Q1 2026, buying an estimated $96.7K and bringing the position to 4,481 shares worth $417K. The position accounts for 0.02% of the portfolio, ranked #261.

First Foundation Advisors first reported a position in SHEL in Q3 2022 and has held it in 13 quarters since. The position peaked at $523K in Q4 2023. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

First Foundation Advisors held 4,481 shares of Shell worth $417K as of Q1 2026.
First Foundation Advisors bought 1,197 Shell shares in Q1 2026, an estimated $96.7K.
Shell made up 0.02% of First Foundation Advisors's portfolio in Q1 2026, its #261 holding.
First Foundation Advisors first reported a position in Shell in Q3 2022 and has held it in 13 quarters since.
First Foundation Advisors's Shell position peaked at $523K in Q4 2023.
1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on First Foundation Advisors's 13F filing for Q1 2026, filed 4 May 2026.