MS
SHEL icon

Monetary Solutions’s Shell SHEL Stock Holding History

Monetary Solutions’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 		$11.4K Buy
147
+24
+20% +$2.07K 0.01% 204
2026
Q1 		$11.4K Hold
123
– – 0.01% 194
2025
Q4 		$9.04K Buy
+123
New +$9.06K 0.01% 199

Other funds holding SHEL

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
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Monetary Solutions's SHEL Position: Q2 2026 in Review

Monetary Solutions increased its Shell (SHEL) stake by 20% in Q2 2026, buying an estimated $2.07K and bringing the position to 147 shares worth $11.4K. The position accounts for 0.01% of the portfolio, ranked #204.

Monetary Solutions first reported a position in SHEL in Q4 2025 and has held it in 3 quarters since. The position peaked at $11.4K in Q1 2026. 1,295 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Monetary Solutions held 147 shares of Shell worth $11.4K as of Q2 2026.
  • Monetary Solutions bought 24 Shell shares in Q2 2026, an estimated $2.07K.
  • Shell made up 0.01% of Monetary Solutions's portfolio in Q2 2026, its #204 holding.
  • Monetary Solutions first reported a position in Shell in Q4 2025 and has held it in 3 quarters since.
  • Monetary Solutions's Shell position peaked at $11.4K in Q1 2026.
  • 1,295 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Monetary Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.