N.E.W. Advisory Services’s Shell SHEL Stock Holding History

N.E.W. Advisory Services’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	$27.5K	Buy	355 +2	+0.6%	+$173	﹤0.01%	474
2026 Q1	$32.8K	Buy	353 +210	+147%	+$17K	﹤0.01%	427
2025 Q4	$10.5K	Hold	143	–	–	﹤0.01%	606
2025 Q3	$10.2K	Hold	143	–	–	﹤0.01%	576
2025 Q2	$10K	Hold	143	–	–	﹤0.01%	568
2025 Q1	$10.5K	Buy	+143	New	+$9.63K	﹤0.01%	605

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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 Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

N.E.W. Advisory Services's SHEL Position: Q2 2026 in Review

N.E.W. Advisory Services increased its Shell (SHEL) stake by 0.57% in Q2 2026, buying an estimated $173 and bringing the position to 355 shares worth $27.5K. The position accounts for ﹤0.01% of the portfolio, ranked #474.

N.E.W. Advisory Services first reported a position in SHEL in Q1 2025 and has held it in 6 quarters since. The position peaked at $32.8K in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

N.E.W. Advisory Services held 355 shares of Shell worth $27.5K as of Q2 2026.
N.E.W. Advisory Services bought 2 Shell shares in Q2 2026, an estimated $173.
Shell made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #474 holding.
N.E.W. Advisory Services first reported a position in Shell in Q1 2025 and has held it in 6 quarters since.
N.E.W. Advisory Services's Shell position peaked at $32.8K in Q1 2026.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.