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High Note Wealth’s Shell SHEL Stock Holding History

High Note 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
Q1 		$15.4K Hold
166
– – ﹤0.01% 307
2025
Q4 		$12.2K Hold
166
– – ﹤0.01% 317
2025
Q3 		$11.9K Sell
166
-7
-4% -$504 ﹤0.01% 296
2025
Q2 		$12.2K Hold
173
– – ﹤0.01% 282
2025
Q1 		$12.7K Hold
173
– – ﹤0.01% 268
2024
Q4 		$10.8K Buy
+173
New +$11.3K ﹤0.01% 286

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

High Note Wealth's SHEL Position: Q1 2026 in Review

High Note Wealth held its Shell (SHEL) position steady in Q1 2026 at 166 shares worth $15.4K. The position accounts for ﹤0.01% of the portfolio, ranked #307.

High Note Wealth first reported a position in SHEL in Q4 2024 and has held it in 6 quarters since. 1,584 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • High Note Wealth held 166 shares of Shell worth $15.4K as of Q1 2026.
  • High Note Wealth left its Shell share count unchanged in Q1 2026.
  • Shell made up ﹤0.01% of High Note Wealth's portfolio in Q1 2026, its #307 holding.
  • High Note Wealth first reported a position in Shell in Q4 2024 and has held it in 6 quarters since.
  • 1,584 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on High Note Wealth's 13F filing for Q1 2026, filed 11 May 2026.