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Howe & Rusling’s Shell SHEL Stock Holding History

Howe & Rusling’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 		$2.44M Buy
26,276
+2,624
+11% +$212K 0.16% 96
2025
Q4 		$1.74M Sell
23,652
-793
-3% -$58.4K 0.12% 101
2025
Q3 		$1.75M Sell
24,445
-85
-0.3% -$6.12K 0.12% 103
2025
Q2 		$1.73M Buy
24,530
+124
+0.5% +$8.31K 0.13% 102
2025
Q1 		$1.79M Sell
24,406
-73
-0.3% -$4.92K 0.15% 99
2024
Q4 		$1.53M Hold
24,479
– – 0.13% 100
2024
Q3 		$1.61M Buy
24,479
+7,345
+43% +$520K 0.14% 102
2024
Q2 		$1.24M Sell
17,134
-7,063
-29% -$505K 0.11% 106
2024
Q1 		$1.62M Buy
24,197
+94
+0.4% +$6.02K 0.16% 106
2023
Q4 		$1.59M Sell
24,103
-29
-0.1% -$1.9K 0.17% 100
2023
Q3 		$1.55M Sell
24,132
-262
-1% -$16.3K 0.18% 98
2023
Q2 		$1.47M Buy
24,394
+372
+2% +$22.3K 0.16% 103
2023
Q1 		$1.38M Buy
+24,022
New +$1.41M 0.16% 101
2022
Q4 		– Sell
-193
Closed -$10K – 893
2022
Q3 		$10K Sell
193
-205
-52% -$10.6K ﹤0.01% 541
2022
Q2 		$21K Buy
398
+165
+71% +$9.27K ﹤0.01% 414
2022
Q1 		$13K Buy
+233
New +$12.4K ﹤0.01% 495

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 $336B AUM 34.66% 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

Howe & Rusling's SHEL Position: Q1 2026 in Review

Howe & Rusling increased its Shell (SHEL) stake by 11% in Q1 2026, buying an estimated $212K and bringing the position to 26,276 shares worth $2.44M. The position accounts for 0.16% of the portfolio, ranked #96.

Howe & Rusling first reported a position in SHEL in Q1 2022 and has held it in 16 quarters since. 1,587 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Howe & Rusling held 26,276 shares of Shell worth $2.44M as of Q1 2026.
  • Howe & Rusling bought 2,624 Shell shares in Q1 2026, an estimated $212K.
  • Shell made up 0.16% of Howe & Rusling's portfolio in Q1 2026, its #96 holding.
  • Howe & Rusling first reported a position in Shell in Q1 2022 and has held it in 16 quarters since.
  • 1,587 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.