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Moors & Cabot’s Shell SHEL Stock Holding History

Moors & Cabot’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 		$3.65M Sell
39,248
-1,252
-3% -$101K 0.16% 137
2025
Q4 		$2.98M Sell
40,500
-1,505
-4% -$111K 0.13% 152
2025
Q3 		$3M Sell
42,005
-548
-1% -$39.5K 0.13% 147
2025
Q2 		$3M Sell
42,553
-4,583
-10% -$307K 0.14% 142
2025
Q1 		$3.45M Sell
47,136
-674
-1% -$45.4K 0.18% 114
2024
Q4 		$3M Buy
47,810
+853
+2% +$55.9K 0.14% 128
2024
Q3 		$3.1M Buy
46,957
+7
+0% +$496 0.15% 130
2024
Q2 		$3.39M Buy
46,950
+447
+1% +$31.9K 0.18% 115
2024
Q1 		$3.12M Sell
46,503
-257
-0.5% -$16.5K 0.17% 123
2023
Q4 		$3.08M Buy
46,760
+646
+1% +$42.4K 0.19% 113
2023
Q3 		$2.97M Buy
46,114
+6,884
+18% +$428K 0.2% 112
2023
Q2 		$2.37M Sell
39,230
-704
-2% -$42.2K 0.16% 135
2023
Q1 		$2.3M Sell
39,934
-5,058
-11% -$298K 0.16% 143
2022
Q4 		$2.56M Buy
44,992
+403
+0.9% +$22.2K 0.18% 131
2022
Q3 		$2.22M Buy
44,589
+4,438
+11% +$229K 0.17% 130
2022
Q2 		$2.1M Sell
40,151
-2,537
-6% -$143K 0.15% 144
2022
Q1 		$2.35M Buy
+42,688
New +$2.27M 0.14% 147

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 $336B AUM 34.66% 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 $14.7B AUM 12.5% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Moors & Cabot's SHEL Position: Q1 2026 in Review

Moors & Cabot reduced its Shell (SHEL) stake by 3.1% in Q1 2026, selling an estimated $101K and leaving 39,248 shares worth $3.65M. The position accounts for 0.16% of the portfolio, ranked #137.

Moors & Cabot first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. 1,589 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Moors & Cabot held 39,248 shares of Shell worth $3.65M as of Q1 2026.
  • Moors & Cabot sold 1,252 Shell shares in Q1 2026, an estimated $101K.
  • Shell made up 0.16% of Moors & Cabot's portfolio in Q1 2026, its #137 holding.
  • Moors & Cabot first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
  • 1,589 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Moors & Cabot's 13F filing for Q1 2026, filed 8 May 2026.