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Modern Wealth Management’s Shell SHEL Stock Holding History

Modern 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 		$432K Sell
4,689
-2,188
-32% -$177K 0.01% 614
2025
Q4 		$505K Buy
6,877
+608
+10% +$44.8K 0.01% 536
2025
Q3 		$448K Buy
6,269
+197
+3% +$14.2K 0.01% 533
2025
Q2 		$428K Sell
6,072
-385
-6% -$25.8K 0.01% 517
2025
Q1 		$473K Buy
6,457
+82
+1% +$5.52K 0.02% 431
2024
Q4 		$399K Buy
6,375
+293
+5% +$19.2K 0.01% 398
2024
Q3 		$401K Buy
+6,082
New +$431K 0.02% 286

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

Modern Wealth Management's SHEL Position: Q1 2026 in Review

Modern Wealth Management reduced its Shell (SHEL) stake by 32% in Q1 2026, selling an estimated $177K and leaving 4,689 shares worth $432K. The position accounts for 0.01% of the portfolio, ranked #614.

Modern Wealth Management first reported a position in SHEL in Q3 2024 and has held it in 7 quarters since. The position peaked at $505K in Q4 2025. 1,584 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Modern Wealth Management held 4,689 shares of Shell worth $432K as of Q1 2026.
  • Modern Wealth Management sold 2,188 Shell shares in Q1 2026, an estimated $177K.
  • Shell made up 0.01% of Modern Wealth Management's portfolio in Q1 2026, its #614 holding.
  • Modern Wealth Management first reported a position in Shell in Q3 2024 and has held it in 7 quarters since.
  • Modern Wealth Management's Shell position peaked at $505K in Q4 2025.
  • 1,584 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.