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Laird Norton Wetherby Wealth Management’s Shell SHEL Stock Holding History

Laird Norton Wetherby Wealth Management’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
2025
Q3 		$3.18M Buy
44,420
+1,363
+3% +$98.1K 0.13% 145
2025
Q2 		$3.03M Buy
+43,057
New +$2.89M 0.13% 145
2024
Q4 		$2.72M Sell
43,464
-4,707
-10% -$308K 0.13% 147
2024
Q3 		$3.18M Sell
48,171
-907
-2% -$64.2K 0.15% 133
2024
Q2 		$3.54M Sell
49,078
-219
-0.4% -$15.7K 0.17% 104
2024
Q1 		$3.3M Sell
49,297
-743
-1% -$47.6K 0.16% 116
2023
Q4 		$3.29M Sell
50,040
-129
-0.3% -$8.46K 0.17% 108
2023
Q3 		$3.23M Buy
50,169
+112
+0.2% +$6.97K 0.18% 107
2023
Q2 		$3.02M Sell
50,057
-1,084
-2% -$65.1K 0.16% 120
2023
Q1 		$2.94M Sell
51,141
-370
-0.7% -$21.8K 0.17% 121
2022
Q4 		$2.93M Buy
51,511
+3,953
+8% +$218K 0.19% 116
2022
Q3 		$2.37M Buy
47,558
+2,504
+6% +$129K 0.17% 119
2022
Q2 		$2.35M Buy
45,054
+282
+0.6% +$15.8K 0.16% 124
2022
Q1 		$2.46M Buy
+44,772
New +$2.38M 0.14% 128

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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's SHEL Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management increased its Shell (SHEL) stake by 3.2% in Q3 2025, buying an estimated $98.1K and bringing the position to 44,420 shares worth $3.18M. The position accounts for 0.13% of the portfolio, ranked #145.

Laird Norton Wetherby Wealth Management first reported a position in SHEL in Q1 2022 and has held it in 14 quarters since. The position peaked at $3.54M in Q2 2024. 1,393 funds tracked by Wall St. Rank hold SHEL as of Q3 2025.

  • Laird Norton Wetherby Wealth Management held 44,420 shares of Shell worth $3.18M as of Q3 2025.
  • Laird Norton Wetherby Wealth Management bought 1,363 Shell shares in Q3 2025, an estimated $98.1K.
  • Shell made up 0.13% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #145 holding.
  • Laird Norton Wetherby Wealth Management first reported a position in Shell in Q1 2022 and has held it in 14 quarters since.
  • Laird Norton Wetherby Wealth Management's Shell position peaked at $3.54M in Q2 2024.
  • 1,393 funds tracked by Wall St. Rank held Shell as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.