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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
Q2 		$3.31M Sell
42,632
-40,670
-49% -$3.51M 0.41% 52
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 $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

HORAN Wealth's SHEL Position: Q2 2026 in Review

HORAN Wealth reduced its Shell (SHEL) stake by 49% in Q2 2026, selling an estimated $3.51M and leaving 42,632 shares worth $3.31M. The position accounts for 0.41% of the portfolio, ranked #52.

HORAN Wealth first reported a position in SHEL in Q2 2025 and has held it in 5 quarters since. The position peaked at $7.62M in Q1 2026. 1,531 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • HORAN Wealth held 42,632 shares of Shell worth $3.31M as of Q2 2026.
  • HORAN Wealth sold 40,670 Shell shares in Q2 2026, an estimated $3.51M.
  • Shell made up 0.41% of HORAN Wealth's portfolio in Q2 2026, its #52 holding.
  • HORAN Wealth first reported a position in Shell in Q2 2025 and has held it in 5 quarters since.
  • HORAN Wealth's Shell position peaked at $7.62M in Q1 2026.
  • 1,531 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on HORAN Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.