Herold Advisors’s Shell SHEL Stock Holding History

Herold 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
2022 Q3	–	Sell	-20,068	Closed	-$1.05M	–	196
2022 Q2	$1.05M	Buy	+20,068	New	+$1.13M	0.47%	72

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Herold Advisors's SHEL Position: Q1 2026 in Review

Herold Advisors increased its Shell (SHEL) stake by 0.03% in Q1 2026, buying an estimated $566 and bringing the position to 21,822 shares worth $2.03M. The position accounts for 0.45% of the portfolio, ranked #61.

Herold Advisors first reported a position in SHEL in Q1 2022 and has held it in 16 quarters since. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

Herold Advisors held 21,822 shares of Shell worth $2.03M as of Q1 2026.
Herold Advisors bought 7 Shell shares in Q1 2026, an estimated $566.
Shell made up 0.45% of Herold Advisors's portfolio in Q1 2026, its #61 holding.
Herold Advisors first reported a position in Shell in Q1 2022 and has held it in 16 quarters since.
1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Herold Advisors's 13F filing for Q1 2026, filed 15 May 2026.