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NewEdge Advisors’s Shell SHEL Stock Holding History

NewEdge Advisors’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 		$9.03M Sell
116,520
-21,904
-16% -$1.89M 0.03% 538
2026
Q1 		$12.9M Buy
138,424
+13,212
+11% +$1.07M 0.05% 383
2025
Q4 		$9.2M Buy
125,212
+23,186
+23% +$1.71M 0.03% 457
2025
Q3 		$7.3M Sell
102,026
-7,457
-7% -$537K 0.03% 494
2025
Q2 		$7.71M Buy
109,483
+4,500
+4% +$302K 0.04% 433
2025
Q1 		$7.69M Buy
104,983
+20,896
+25% +$1.41M 0.05% 381
2024
Q4 		$5.27M Sell
84,087
-1,283
-2% -$84.1K 0.03% 486
2024
Q3 		$5.63M Buy
85,370
+3,388
+4% +$240K 0.04% 431
2024
Q2 		$5.92M Buy
81,982
+46,557
+131% +$3.33M 0.04% 403
2024
Q1 		$2.37M Sell
35,425
-10,409
-23% -$667K 0.02% 630
2023
Q4 		$2.9M Buy
45,834
+13,591
+42% +$892K 0.03% 530
2023
Q3 		$2.08M Buy
32,243
+7,704
+31% +$480K 0.02% 588
2023
Q2 		$1.48M Buy
24,539
+4,615
+23% +$277K 0.02% 702
2023
Q1 		$1.16M Sell
19,924
-20,570
-51% -$1.21M 0.01% 731
2022
Q4 		$641K Buy
40,494
+5,297
+15% +$292K 0.02% 676
2022
Q3 		$1.75M Sell
35,197
-3,195
-8% -$165K 0.03% 463
2022
Q2 		$2.01M Buy
+38,392
New +$2.16M 0.03% 437

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

NewEdge Advisors's SHEL Position: Q2 2026 in Review

NewEdge Advisors reduced its Shell (SHEL) stake by 16% in Q2 2026, selling an estimated $1.89M and leaving 116,520 shares worth $9.03M. The position accounts for 0.03% of the portfolio, ranked #538.

NewEdge Advisors first reported a position in SHEL in Q2 2022 and has held it in 17 quarters since. The position peaked at $12.9M in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • NewEdge Advisors held 116,520 shares of Shell worth $9.03M as of Q2 2026.
  • NewEdge Advisors sold 21,904 Shell shares in Q2 2026, an estimated $1.89M.
  • Shell made up 0.03% of NewEdge Advisors's portfolio in Q2 2026, its #538 holding.
  • NewEdge Advisors first reported a position in Shell in Q2 2022 and has held it in 17 quarters since.
  • NewEdge Advisors's Shell position peaked at $12.9M in Q1 2026.
  • 1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.