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Legacy Wealth Asset Management’s Shell SHEL Stock Holding History

Legacy Wealth Asset 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
2026
Q2 		$656K Sell
8,464
-37
-0.4% -$3.19K 0.14% 221
2026
Q1 		$791K Buy
8,501
+53
+0.6% +$4.28K 0.19% 164
2025
Q4 		$621K Sell
8,448
-71
-0.8% -$5.23K 0.15% 220
2025
Q3 		$609K Buy
8,519
+160
+2% +$11.5K 0.15% 224
2025
Q2 		$589K Buy
8,359
+98
+1% +$6.57K 0.15% 215
2025
Q1 		$605K Sell
8,261
-37
-0.4% -$2.49K 0.17% 204
2024
Q4 		$520K Buy
8,298
+5
+0.1% +$328 0.14% 233
2024
Q3 		$547K Buy
8,293
+47
+0.6% +$3.33K 0.15% 226
2024
Q2 		$595K Buy
8,246
+116
+1% +$8.29K 0.17% 192
2024
Q1 		$545K Buy
8,130
+80
+1% +$5.13K 0.15% 216
2023
Q4 		$530K Buy
8,050
+40
+0.5% +$2.63K 0.17% 208
2023
Q3 		$516K Buy
8,010
+130
+2% +$8.09K 0.19% 190
2023
Q2 		$476K Buy
7,880
+18
+0.2% +$1.08K 0.17% 210
2023
Q1 		$452K Buy
7,862
+1,369
+21% +$80.5K 0.16% 218
2022
Q4 		$370K Buy
6,493
+1,289
+25% +$71.1K 0.14% 266
2022
Q3 		$259K Sell
5,204
-23,850
-82% -$1.23M 0.11% 280
2022
Q2 		$1.52M Buy
29,054
+2,947
+11% +$166K 0.62% 27
2022
Q1 		$1.43M Buy
+26,107
New +$1.39M 0.51% 47

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

Legacy Wealth Asset Management's SHEL Position: Q2 2026 in Review

Legacy Wealth Asset Management reduced its Shell (SHEL) stake by 0.44% in Q2 2026, selling an estimated $3.19K and leaving 8,464 shares worth $656K. The position accounts for 0.14% of the portfolio, ranked #221.

Legacy Wealth Asset Management first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.52M in Q2 2022. 1,532 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Legacy Wealth Asset Management held 8,464 shares of Shell worth $656K as of Q2 2026.
  • Legacy Wealth Asset Management sold 37 Shell shares in Q2 2026, an estimated $3.19K.
  • Shell made up 0.14% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #221 holding.
  • Legacy Wealth Asset Management first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
  • Legacy Wealth Asset Management's Shell position peaked at $1.52M in Q2 2022.
  • 1,532 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.