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Modera Wealth Management’s Shell SHEL Stock Holding History

Modera 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
Q2 		$458K Buy
5,902
+198
+3% +$17.1K ﹤0.01% 477
2026
Q1 		$530K Sell
5,704
-523
-8% -$42.3K 0.01% 427
2025
Q4 		$458K Buy
6,227
+325
+6% +$23.9K 0.01% 469
2025
Q3 		$422K Sell
5,902
-859
-13% -$61.9K ﹤0.01% 487
2025
Q2 		$476K Buy
6,761
+982
+17% +$65.8K 0.01% 459
2025
Q1 		$423K Sell
5,779
-83
-1% -$5.59K 0.01% 457
2024
Q4 		$367K Sell
5,862
-261
-4% -$17.1K ﹤0.01% 482
2024
Q3 		$404K Buy
6,123
+482
+9% +$34.1K 0.01% 446
2024
Q2 		$407K Sell
5,641
-272
-5% -$19.4K 0.01% 424
2024
Q1 		$396K Buy
5,913
+177
+3% +$11.3K 0.01% 427
2023
Q4 		$377K Buy
5,736
+736
+15% +$48.3K 0.01% 423
2023
Q3 		$322K Buy
5,000
+1
+0% +$62 0.01% 440
2023
Q2 		$302K Buy
4,999
+697
+16% +$41.8K 0.01% 466
2023
Q1 		$248K Sell
4,302
-354
-8% -$20.8K 0.01% 311
2022
Q4 		$265K Sell
4,656
-136
-3% -$7.5K 0.01% 298
2022
Q3 		$238K Buy
4,792
+241
+5% +$12.4K 0.01% 279
2022
Q2 		$238K Sell
4,551
-33
-0.7% -$1.85K 0.01% 291
2022
Q1 		$252K Buy
+4,584
New +$243K 0.01% 312

Other funds holding SHEL

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WD
WGI DM Boston, Massachusetts $1.16B AUM 2.51% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
MF
Milford Funds Auckland $6.14B AUM
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Modera Wealth Management's SHEL Position: Q2 2026 in Review

Modera Wealth Management increased its Shell (SHEL) stake by 3.5% in Q2 2026, buying an estimated $17.1K and bringing the position to 5,902 shares worth $458K. The position accounts for ﹤0.01% of the portfolio, ranked #477.

Modera Wealth Management first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $530K in Q1 2026. 950 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Modera Wealth Management held 5,902 shares of Shell worth $458K as of Q2 2026.
  • Modera Wealth Management bought 198 Shell shares in Q2 2026, an estimated $17.1K.
  • Shell made up ﹤0.01% of Modera Wealth Management's portfolio in Q2 2026, its #477 holding.
  • Modera Wealth Management first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
  • Modera Wealth Management's Shell position peaked at $530K in Q1 2026.
  • 950 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.