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Horan Securities’s Shell SHEL Stock Holding History

Horan Securities’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
2025
Q2 		$219K Buy
3,112
+79
+3% +$5.29K 0.08% 139
2025
Q1 		$222K Sell
3,033
-596
-16% -$40.1K 0.08% 118
2024
Q4 		$227K Sell
3,629
-8
-0.2% -$524 0.09% 116
2024
Q3 		$240K Sell
3,637
-73
-2% -$5.17K 0.09% 119
2024
Q2 		$268K Buy
3,710
+1
+0% +$71 0.12% 95
2024
Q1 		$249K Buy
3,709
+86
+2% +$5.51K 0.12% 98
2023
Q4 		$238K Buy
3,623
+92
+3% +$6.04K 0.12% 94
2023
Q3 		$227K Buy
3,531
+89
+3% +$5.54K 0.12% 89
2023
Q2 		$208K Buy
3,442
+113
+3% +$6.78K 0.09% 115
2023
Q1 		$192K Buy
3,329
+70
+2% +$4.12K 0.1% 110
2022
Q4 		$186K Sell
3,259
-52
-2% -$2.87K 0.1% 99
2022
Q3 		$165K Buy
3,311
+247
+8% +$12.7K 0.1% 105
2022
Q2 		$146K Buy
3,064
+438
+17% +$24.6K 0.09% 120
2022
Q1 		$144K Buy
+2,626
New +$139K 0.08% 109

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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 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
BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Horan Securities's SHEL Position: Q2 2025 in Review

Horan Securities increased its Shell (SHEL) stake by 2.6% in Q2 2025, buying an estimated $5.29K and bringing the position to 3,112 shares worth $219K. The position accounts for 0.08% of the portfolio, ranked #139.

Horan Securities first reported a position in SHEL in Q1 2022 and has held it in 14 quarters since. The position peaked at $268K in Q2 2024. 1,393 funds tracked by Wall St. Rank hold SHEL as of Q2 2025.

  • Horan Securities held 3,112 shares of Shell worth $219K as of Q2 2025.
  • Horan Securities bought 79 Shell shares in Q2 2025, an estimated $5.29K.
  • Shell made up 0.08% of Horan Securities's portfolio in Q2 2025, its #139 holding.
  • Horan Securities first reported a position in Shell in Q1 2022 and has held it in 14 quarters since.
  • Horan Securities's Shell position peaked at $268K in Q2 2024.
  • 1,393 funds tracked by Wall St. Rank held Shell as of Q2 2025.

Based on Horan Securities's 13F filing for Q2 2025, filed 6 Aug 2025.