Mascoma Wealth Management’s Shell SHEL Stock Holding History

Mascoma 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	$5.02K	Hold	54	–	–	﹤0.01%	368
2025 Q4	$3.97K	Hold	54	–	–	﹤0.01%	382
2025 Q3	$3.86K	Hold	54	–	–	﹤0.01%	395
2025 Q2	$3.8K	Hold	54	–	–	﹤0.01%	402
2025 Q1	$3.96K	Sell	54 -30	-36%	-$2.02K	﹤0.01%	416
2024 Q4	$5.26K	Buy	84 +30	+56%	+$1.97K	﹤0.01%	400
2024 Q3	$3.56K	Hold	54	–	–	﹤0.01%	411
2024 Q2	$3.9K	Hold	54	–	–	﹤0.01%	427
2024 Q1	$3.62K	Hold	54	–	–	﹤0.01%	407
2023 Q4	$3.55K	Hold	54	–	–	﹤0.01%	420
2023 Q3	$3.48K	Hold	54	–	–	﹤0.01%	429
2023 Q2	$3.33K	Hold	54	–	–	﹤0.01%	424
2023 Q1	$3.35K	Hold	54	–	–	﹤0.01%	520
2022 Q4	$3.08K	Hold	54	–	–	﹤0.01%	542
2022 Q3	$3K	Hold	54	–	–	﹤0.01%	545
2022 Q2	$3K	Hold	54	–	–	﹤0.01%	556
2022 Q1	$3K	Buy	+54	New	+$2.87K	﹤0.01%	543

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 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