IWC
SHEL icon

Integrated Wealth Concepts’s Shell SHEL Stock Holding History

Integrated Wealth Concepts’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 		$3.72M Buy
39,956
+7,494
+23% +$606K 0.03% 521
2025
Q4 		$2.39M Sell
32,462
-7,392
-19% -$545K 0.03% 486
2025
Q3 		$2.85M Buy
39,854
+813
+2% +$58.5K 0.03% 551
2025
Q2 		$2.75M Buy
39,041
+2,858
+8% +$192K 0.03% 519
2025
Q1 		$2.65M Sell
36,183
-880
-2% -$59.3K 0.03% 508
2024
Q4 		$2.32M Sell
37,063
-3,791
-9% -$248K 0.03% 511
2024
Q3 		$2.69M Sell
40,854
-709
-2% -$50.2K 0.03% 458
2024
Q2 		$3M Buy
41,563
+1,552
+4% +$111K 0.04% 387
2024
Q1 		$2.68M Buy
40,011
+677
+2% +$43.4K 0.04% 419
2023
Q4 		$2.59M Sell
39,334
-824
-2% -$54.1K 0.04% 390
2023
Q3 		$2.59M Sell
40,158
-2,157
-5% -$134K 0.05% 369
2023
Q2 		$2.55M Buy
42,315
+3,635
+9% +$218K 0.04% 374
2023
Q1 		$2.23M Sell
38,680
-36,386
-48% -$2.14M 0.05% 369
2022
Q4 		$4.28M Sell
75,066
-1,108
-1% -$61.1K 0.12% 177
2022
Q3 		$3.79M Buy
76,174
+1,700
+2% +$87.6K 0.12% 172
2022
Q2 		$3.89M Buy
74,474
+58,024
+353% +$3.26M 0.12% 169
2022
Q1 		$904K Buy
+16,450
New +$873K 0.03% 417

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

Integrated Wealth Concepts's SHEL Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Shell (SHEL) stake by 23% in Q1 2026, buying an estimated $606K and bringing the position to 39,956 shares worth $3.72M. The position accounts for 0.03% of the portfolio, ranked #521.

Integrated Wealth Concepts first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. The position peaked at $4.28M in Q4 2022. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Integrated Wealth Concepts held 39,956 shares of Shell worth $3.72M as of Q1 2026.
  • Integrated Wealth Concepts bought 7,494 Shell shares in Q1 2026, an estimated $606K.
  • Shell made up 0.03% of Integrated Wealth Concepts's portfolio in Q1 2026, its #521 holding.
  • Integrated Wealth Concepts first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
  • Integrated Wealth Concepts's Shell position peaked at $4.28M in Q4 2022.
  • 1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.