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Marks Group Wealth Management’s Shell SHEL Stock Holding History

Marks Group 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
2026
Q1 		$699K Buy
7,516
+1,357
+22% +$110K 0.07% 213
2025
Q4 		$453K Sell
6,159
-217
-3% -$16K 0.04% 244
2025
Q3 		$456K Buy
6,376
+20
+0.3% +$1.44K 0.04% 228
2025
Q2 		$448K Sell
6,356
-404
-6% -$27.1K 0.04% 234
2025
Q1 		$495K Sell
6,760
-283
-4% -$19.1K 0.05% 242
2024
Q4 		$441K Sell
7,043
-5,372
-43% -$352K 0.04% 231
2024
Q3 		$819K Buy
12,415
+257
+2% +$18.2K 0.08% 184
2024
Q2 		$878K Buy
12,158
+2,397
+25% +$171K 0.09% 176
2024
Q1 		$654K Sell
9,761
-2,588
-21% -$166K 0.07% 200
2023
Q4 		$813K Sell
12,349
-1,359
-10% -$89.2K 0.09% 181
2023
Q3 		$883K Buy
13,708
+2,794
+26% +$174K 0.11% 171
2023
Q2 		$659K Sell
10,914
-215
-2% -$12.9K 0.08% 190
2023
Q1 		$640K Sell
11,129
-364
-3% -$21.4K 0.08% 191
2022
Q4 		$655K Sell
11,493
-812
-7% -$44.8K 0.09% 187
2022
Q3 		$612K Buy
12,305
+1,550
+14% +$79.9K 0.09% 185
2022
Q2 		$562K Buy
10,755
+1,533
+17% +$86.1K 0.08% 202
2022
Q1 		$507K Buy
+9,222
New +$490K 0.06% 230

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

Marks Group Wealth Management's SHEL Position: Q1 2026 in Review

Marks Group Wealth Management increased its Shell (SHEL) stake by 22% in Q1 2026, buying an estimated $110K and bringing the position to 7,516 shares worth $699K. The position accounts for 0.07% of the portfolio, ranked #213.

Marks Group Wealth Management first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. The position peaked at $883K in Q3 2023. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Marks Group Wealth Management held 7,516 shares of Shell worth $699K as of Q1 2026.
  • Marks Group Wealth Management bought 1,357 Shell shares in Q1 2026, an estimated $110K.
  • Shell made up 0.07% of Marks Group Wealth Management's portfolio in Q1 2026, its #213 holding.
  • Marks Group Wealth Management first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
  • Marks Group Wealth Management's Shell position peaked at $883K in Q3 2023.
  • 1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Marks Group Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.