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Newbridge Financial Services Group’s Shell SHEL Stock Holding History

Newbridge Financial Services Group’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 		$39.5K Buy
509
+1
+0.2% +$86 ﹤0.01% 542
2026
Q1 		$47.3K Sell
508
-19
-4% -$1.53K 0.01% 434
2025
Q4 		$38.7K Buy
527
+401
+318% +$29.5K 0.01% 487
2025
Q3 		$9K Buy
126
+1
+0.8% +$72 ﹤0.01% 920
2025
Q2 		$8.77K Buy
125
+2
+2% +$134 ﹤0.01% 924
2025
Q1 		$9.04K Buy
123
+1
+0.8% +$67 ﹤0.01% 702
2024
Q4 		$7.65K Buy
+122
New +$8K ﹤0.01% 788
2024
Q3 		– Sell
-718
Closed -$51.8K – 1034
2024
Q2 		$51.8K Buy
718
+568
+379% +$40.6K 0.02% 364
2024
Q1 		$10.1K Hold
150
– – ﹤0.01% 768
2023
Q4 		$9.87K Sell
150
-100
-40% -$6.56K ﹤0.01% 738
2023
Q3 		$16.1K Buy
250
+100
+67% +$6.22K 0.01% 696
2023
Q2 		$9.06K Sell
150
-100
-40% -$6K ﹤0.01% 905
2023
Q1 		$14.4K Hold
250
– – 0.01% 822
2022
Q4 		$14.2K Sell
250
-132
-35% -$7.28K 0.01% 821
2022
Q3 		$19K Sell
382
-913
-71% -$47K 0.01% 714
2022
Q2 		$68K Sell
1,295
-3,112
-71% -$175K 0.04% 339
2022
Q1 		$242K Buy
+4,407
New +$234K 0.12% 165

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

Newbridge Financial Services Group's SHEL Position: Q2 2026 in Review

Newbridge Financial Services Group increased its Shell (SHEL) stake by 0.2% in Q2 2026, buying an estimated $86 and bringing the position to 509 shares worth $39.5K. The position accounts for ﹤0.01% of the portfolio, ranked #542.

Newbridge Financial Services Group first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. The position peaked at $242K in Q1 2022. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Newbridge Financial Services Group held 509 shares of Shell worth $39.5K as of Q2 2026.
  • Newbridge Financial Services Group bought 1 Shell share in Q2 2026, an estimated $86.
  • Shell made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #542 holding.
  • Newbridge Financial Services Group first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
  • Newbridge Financial Services Group's Shell position peaked at $242K in Q1 2022.
  • 1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.