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

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return

Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Neville Rodie & Shaw New York $1.55B AUM 46.95% 1-Year Est. Return

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return

DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return

Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return