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MOR Wealth Management’s Shell SHEL Stock Holding History

MOR 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 		– Sell
-2,328
Closed -$217K – 132
2026
Q1 		$217K Sell
2,328
-758
-25% -$61.3K 0.1% 93
2025
Q4 		$227K Buy
+3,086
New +$227K 0.1% 92

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

MOR Wealth Management sold out of Shell (SHEL) in Q2 2026, closing a stake of 2,328 shares — an estimated $217K sold.

MOR Wealth Management first reported a position in SHEL in Q4 2025 and held it in 2 quarters. The position peaked at $227K in Q4 2025. 1,520 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • MOR Wealth Management reported no remaining Shell position as of Q2 2026 after selling out during the quarter.
  • MOR Wealth Management sold 2,328 Shell shares in Q2 2026, an estimated $217K.
  • MOR Wealth Management first reported a position in Shell in Q4 2025 and held it in 2 quarters.
  • MOR Wealth Management's Shell position peaked at $227K in Q4 2025.
  • 1,520 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on MOR Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.