Focus Financial Network’s Shell SHEL Stock Holding History

Focus Financial Network’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	$239K	Buy	3,087 +1	+0%	+$86	0.01%	674
2026 Q1	$287K	Buy	3,086 +325	+12%	+$26.3K	0.01%	609
2025 Q4	$203K	Buy	+2,761	New	+$203K	0.01%	708
2024 Q4	–	Sell	-4,153	Closed	-$274K	–	701
2024 Q3	$274K	Buy	4,153 +63	+2%	+$4.46K	0.01%	572
2024 Q2	$300K	Buy	4,090 +96	+2%	+$6.86K	0.01%	527
2024 Q1	$284K	Buy	+3,994	New	+$256K	0.01%	505
2023 Q4	–	Sell	-3,179	Closed	-$205K	–	745
2023 Q3	$205K	Buy	+3,179	New	+$198K	0.01%	555
2022 Q3	–	Sell	-4,363	Closed	-$228K	–	498
2022 Q2	$228K	Buy	4,363 +170	+4%	+$9.55K	0.02%	445
2022 Q1	$230K	Buy	+4,193	New	+$223K	0.02%	472

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

Focus Financial Network's SHEL Position: Q2 2026 in Review

Focus Financial Network increased its Shell (SHEL) stake by 0.03% in Q2 2026, buying an estimated $86 and bringing the position to 3,087 shares worth $239K. The position accounts for 0.01% of the portfolio, ranked #674.

Focus Financial Network first reported a position in SHEL in Q1 2022 and has held it in 9 quarters since. The position peaked at $300K in Q2 2024. 1,527 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Focus Financial Network held 3,087 shares of Shell worth $239K as of Q2 2026.
Focus Financial Network bought 1 Shell share in Q2 2026, an estimated $86.
Shell made up 0.01% of Focus Financial Network's portfolio in Q2 2026, its #674 holding.
Focus Financial Network first reported a position in Shell in Q1 2022 and has held it in 9 quarters since.
Focus Financial Network's Shell position peaked at $300K in Q2 2024.
1,527 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.