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Hardy Reed’s Shell SHEL Stock Holding History

Hardy Reed’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 		$569K Sell
6,114
-71
-1% -$5.74K 0.04% 129
2025
Q4 		$454K Buy
6,185
+739
+14% +$54.4K 0.03% 148
2025
Q3 		$390K Buy
5,446
+1,071
+24% +$77.1K 0.03% 166
2025
Q2 		$308K Buy
4,375
+21
+0.5% +$1.41K 0.02% 183
2025
Q1 		$319K Hold
4,354
– – 0.03% 177
2024
Q4 		$273K Sell
4,354
-43
-1% -$2.82K 0.02% 199
2024
Q3 		$290K Sell
4,397
-1,504
-25% -$107K 0.03% 194
2024
Q2 		$426K Buy
+5,901
New +$422K 0.04% 146

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Hardy Reed's SHEL Position: Q1 2026 in Review

Hardy Reed reduced its Shell (SHEL) stake by 1.1% in Q1 2026, selling an estimated $5.74K and leaving 6,114 shares worth $569K. The position accounts for 0.04% of the portfolio, ranked #129.

Hardy Reed first reported a position in SHEL in Q2 2024 and has held it in 8 quarters since. 1,587 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Hardy Reed held 6,114 shares of Shell worth $569K as of Q1 2026.
  • Hardy Reed sold 71 Shell shares in Q1 2026, an estimated $5.74K.
  • Shell made up 0.04% of Hardy Reed's portfolio in Q1 2026, its #129 holding.
  • Hardy Reed first reported a position in Shell in Q2 2024 and has held it in 8 quarters since.
  • 1,587 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Hardy Reed's 13F filing for Q1 2026, filed 28 Apr 2026.