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Foundations Investment Advisors’s Shell SHEL Stock Holding History

Foundations Investment 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
Q2 		$396K Sell
5,108
-3,818
-43% -$330K ﹤0.01% 854
2026
Q1 		$830K Buy
8,926
+5,356
+150% +$433K 0.01% 568
2025
Q4 		$262K Sell
3,570
-2,315
-39% -$171K ﹤0.01% 940
2025
Q3 		$421K Sell
5,885
-55
-0.9% -$3.96K 0.01% 720
2025
Q2 		$418K Buy
5,940
+1,891
+47% +$127K 0.01% 637
2025
Q1 		$297K Buy
4,049
+61
+2% +$4.11K 0.01% 714
2024
Q4 		$250K Sell
3,988
-154
-4% -$10.1K ﹤0.01% 711
2024
Q3 		$273K Buy
4,142
+641
+18% +$45.4K 0.01% 665
2024
Q2 		$253K Sell
3,501
-182
-5% -$13K 0.01% 646
2024
Q1 		$247K Buy
3,683
+224
+6% +$14.4K 0.01% 626
2023
Q4 		$222K Sell
3,459
-1,461
-30% -$95.9K 0.01% 624
2023
Q3 		$317K Buy
4,920
+1,034
+27% +$64.4K 0.01% 499
2023
Q2 		$235K Buy
3,886
+296
+8% +$17.8K 0.01% 518
2023
Q1 		$207K Sell
3,590
-463
-11% -$27.2K 0.01% 477
2022
Q4 		$231K Buy
+4,053
New +$223K 0.01% 387

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

Foundations Investment Advisors's SHEL Position: Q2 2026 in Review

Foundations Investment Advisors reduced its Shell (SHEL) stake by 43% in Q2 2026, selling an estimated $330K and leaving 5,108 shares worth $396K. The position accounts for ﹤0.01% of the portfolio, ranked #854.

Foundations Investment Advisors first reported a position in SHEL in Q4 2022 and has held it in 15 quarters since. The position peaked at $830K in Q1 2026. 1,525 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Foundations Investment Advisors held 5,108 shares of Shell worth $396K as of Q2 2026.
  • Foundations Investment Advisors sold 3,818 Shell shares in Q2 2026, an estimated $330K.
  • Shell made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #854 holding.
  • Foundations Investment Advisors first reported a position in Shell in Q4 2022 and has held it in 15 quarters since.
  • Foundations Investment Advisors's Shell position peaked at $830K in Q1 2026.
  • 1,525 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.