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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
Q2 		$4.04M Buy
52,083
+2,119
+4% +$183K 0.04% 287
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 $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 Wealth's SHEL Position: Q2 2026 in Review

NewEdge Wealth increased its Shell (SHEL) stake by 4.2% in Q2 2026, buying an estimated $183K and bringing the position to 52,083 shares worth $4.04M. The position accounts for 0.04% of the portfolio, ranked #287.

NewEdge Wealth first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $4.65M in Q1 2026. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • NewEdge Wealth held 52,083 shares of Shell worth $4.04M as of Q2 2026.
  • NewEdge Wealth bought 2,119 Shell shares in Q2 2026, an estimated $183K.
  • Shell made up 0.04% of NewEdge Wealth's portfolio in Q2 2026, its #287 holding.
  • NewEdge Wealth first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
  • NewEdge Wealth's Shell position peaked at $4.65M in Q1 2026.
  • 1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.