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HORAN Wealth’s Shell SHEL Stock Holding History

HORAN 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 		$7.62M Buy
83,302
+43,075
+107% +$3.48M 0.72% 29
2025
Q4 		$2.96M Sell
40,227
-171
-0.4% -$12.6K 0.45% 48
2025
Q3 		$2.89M Buy
40,398
+1,818
+5% +$131K 0.46% 49
2025
Q2 		$2.72M Buy
+38,580
New +$2.59M 0.83% 41

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

HORAN Wealth's SHEL Position: Q1 2026 in Review

HORAN Wealth increased its Shell (SHEL) stake by 107% in Q1 2026, buying an estimated $3.48M and bringing the position to 83,302 shares worth $7.62M. The position accounts for 0.72% of the portfolio, ranked #29.

HORAN Wealth first reported a position in SHEL in Q2 2025 and has held it in 4 quarters since. 1,587 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • HORAN Wealth held 83,302 shares of Shell worth $7.62M as of Q1 2026.
  • HORAN Wealth bought 43,075 Shell shares in Q1 2026, an estimated $3.48M.
  • Shell made up 0.72% of HORAN Wealth's portfolio in Q1 2026, its #29 holding.
  • HORAN Wealth first reported a position in Shell in Q2 2025 and has held it in 4 quarters since.
  • 1,587 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on HORAN Wealth's 13F filing for Q1 2026, filed 8 May 2026.