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NewEdge Wealth’s Shell SHEL Stock Holding History

NewEdge Wealth’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 		$4.65M Sell
49,964
-4,304
-8% -$348K 0.06% 230
2025
Q4 		$3.99M Buy
54,268
+6,485
+14% +$478K 0.05% 286
2025
Q3 		$3.57M Buy
47,783
+12,463
+35% +$897K 0.05% 270
2025
Q2 		$2.52M Sell
35,320
-1,972
-5% -$132K 0.04% 330
2025
Q1 		$2.73M Buy
37,292
+2,899
+8% +$195K 0.05% 290
2024
Q4 		$2.15M Sell
34,393
-906
-3% -$59.4K 0.04% 338
2024
Q3 		$2.33M Buy
35,299
+3,969
+13% +$281K 0.04% 320
2024
Q2 		$2.26M Sell
31,330
-314
-1% -$22.4K 0.05% 308
2024
Q1 		$2.28M Buy
31,644
+4,145
+15% +$266K 0.05% 301
2023
Q4 		$1.81M Buy
27,499
+716
+3% +$47K 0.05% 314
2023
Q3 		$1.72M Sell
26,783
-1,394
-5% -$86.8K 0.05% 283
2023
Q2 		$1.7M Sell
28,177
-936
-3% -$56.2K 0.06% 281
2023
Q1 		$1.68M Buy
29,113
+215
+0.7% +$12.6K 0.06% 253
2022
Q4 		$1.65M Sell
28,898
-2,942
-9% -$162K 0.07% 237
2022
Q3 		$1.58M Buy
31,840
+4,625
+17% +$238K 0.07% 221
2022
Q2 		$1.42M Buy
27,215
+18,309
+206% +$1.03M 0.06% 236
2022
Q1 		$489K Buy
+8,906
New +$473K 0.02% 303

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 $295B AUM 31.6% 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 $15.4B AUM 10.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

NewEdge Wealth's SHEL Position: Q1 2026 in Review

NewEdge Wealth reduced its Shell (SHEL) stake by 7.9% in Q1 2026, selling an estimated $348K and leaving 49,964 shares worth $4.65M. The position accounts for 0.06% of the portfolio, ranked #230.

NewEdge Wealth first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • NewEdge Wealth held 49,964 shares of Shell worth $4.65M as of Q1 2026.
  • NewEdge Wealth sold 4,304 Shell shares in Q1 2026, an estimated $348K.
  • Shell made up 0.06% of NewEdge Wealth's portfolio in Q1 2026, its #230 holding.
  • NewEdge Wealth first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
  • 1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.