HSA
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HBK Sorce Advisory’s Shell SHEL Stock Holding History

HBK Sorce Advisory’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 		$1.43M Buy
16,971
+317
+2% +$25.6K 0.03% 192
2025
Q4 		$1.25M Sell
16,654
-531
-3% -$39.1K 0.03% 204
2025
Q3 		$1.24M Buy
17,185
+859
+5% +$61.9K 0.03% 202
2025
Q2 		$1.15M Sell
16,326
-588
-3% -$39.4K 0.03% 203
2025
Q1 		$1.24M Buy
16,914
+1,789
+12% +$121K 0.04% 188
2024
Q4 		$948K Buy
15,125
+1,052
+7% +$68.9K 0.03% 220
2024
Q3 		$928K Sell
14,073
-1,193
-8% -$84.5K 0.03% 230
2024
Q2 		$1.1M Buy
15,266
+581
+4% +$41.5K 0.04% 201
2024
Q1 		$984K Sell
14,685
-933
-6% -$59.8K 0.03% 218
2023
Q4 		$1.03M Sell
15,618
-122
-0.8% -$8.01K 0.04% 200
2023
Q3 		$1.01M Buy
15,740
+295
+2% +$18.4K 0.04% 198
2023
Q2 		$933K Sell
15,445
-601
-4% -$36.1K 0.04% 215
2023
Q1 		$923K Buy
+16,046
New +$944K 0.04% 214
2022
Q3 		– Sell
-16,130
Closed -$843K – 637
2022
Q2 		$843K Sell
16,130
-1,563
-9% -$87.8K 0.06% 175
2022
Q1 		$972K Buy
+17,693
New +$939K 0.05% 202

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