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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
Q2 		$3.14M Buy
40,546
+590
+1% +$50.9K 0.02% 665
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 $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

Integrated Wealth Concepts's SHEL Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Shell (SHEL) stake by 1.5% in Q2 2026, buying an estimated $50.9K and bringing the position to 40,546 shares worth $3.14M. The position accounts for 0.02% of the portfolio, ranked #665.

Integrated Wealth Concepts first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $4.28M in Q4 2022. 1,532 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Integrated Wealth Concepts held 40,546 shares of Shell worth $3.14M as of Q2 2026.
  • Integrated Wealth Concepts bought 590 Shell shares in Q2 2026, an estimated $50.9K.
  • Shell made up 0.02% of Integrated Wealth Concepts's portfolio in Q2 2026, its #665 holding.
  • Integrated Wealth Concepts first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
  • Integrated Wealth Concepts's Shell position peaked at $4.28M in Q4 2022.
  • 1,532 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.