Focus Partners Wealth
SHEL icon

Focus Partners Wealth’s Shell SHEL Stock Holding History

Focus Partners Wealth’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 		$14.2M Sell
182,833
-4,467
-2% -$386K 0.01% 599
2026
Q1 		$17.4M Sell
187,300
-35,986
-16% -$2.91M 0.02% 537
2025
Q4 		$16.4M Buy
223,286
+26,358
+13% +$1.94M 0.02% 539
2025
Q3 		$14.1M Sell
196,928
-1,967
-1% -$142K 0.02% 474
2025
Q2 		$14M Buy
198,895
+9,222
+5% +$618K 0.03% 435
2025
Q1 		$13.9M Buy
189,673
+3,859
+2% +$260K 0.03% 408
2024
Q4 		$11.6M Buy
185,814
+93,109
+100% +$6.1M 0.03% 431
2024
Q3 		$6.11M Sell
92,705
-96,449
-51% -$6.83M 0.02% 511
2024
Q2 		$13.7M Buy
189,154
+116,769
+161% +$8.35M 0.05% 307
2024
Q1 		$4.85M Buy
72,385
+25,187
+53% +$1.61M 0.04% 325
2023
Q4 		$3.11M Buy
+47,198
New +$3.1M 0.04% 293

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

Focus Partners Wealth's SHEL Position: Q2 2026 in Review

Focus Partners Wealth reduced its Shell (SHEL) stake by 2.4% in Q2 2026, selling an estimated $386K and leaving 182,833 shares worth $14.2M. The position accounts for 0.01% of the portfolio, ranked #599.

Focus Partners Wealth first reported a position in SHEL in Q4 2023 and has held it in 11 quarters since. The position peaked at $17.4M in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Focus Partners Wealth held 182,833 shares of Shell worth $14.2M as of Q2 2026.
  • Focus Partners Wealth sold 4,467 Shell shares in Q2 2026, an estimated $386K.
  • Shell made up 0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #599 holding.
  • Focus Partners Wealth first reported a position in Shell in Q4 2023 and has held it in 11 quarters since.
  • Focus Partners Wealth's Shell position peaked at $17.4M in Q1 2026.
  • 1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.