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Nicolet Advisory Services’s Shell SHEL Stock Holding History

Nicolet 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
2025
Q4 		$256K Buy
3,568
+104
+3% +$7.66K 0.02% 358
2025
Q3 		$259K Buy
+3,464
New +$249K 0.02% 343
2024
Q3 		– Sell
-2,760
Closed -$201K – 379
2024
Q2 		$201K Buy
+2,760
New +$197K 0.02% 347

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Nicolet Advisory Services's SHEL Position: Q4 2025 in Review

Nicolet Advisory Services increased its Shell (SHEL) stake by 3% in Q4 2025, buying an estimated $7.66K and bringing the position to 3,568 shares worth $256K. The position accounts for 0.02% of the portfolio, ranked #358.

Nicolet Advisory Services first reported a position in SHEL in Q2 2024 and has held it in 3 quarters since. The position peaked at $259K in Q3 2025. 1,453 funds tracked by Wall St. Rank hold SHEL as of Q4 2025.

  • Nicolet Advisory Services held 3,568 shares of Shell worth $256K as of Q4 2025.
  • Nicolet Advisory Services bought 104 Shell shares in Q4 2025, an estimated $7.66K.
  • Shell made up 0.02% of Nicolet Advisory Services's portfolio in Q4 2025, its #358 holding.
  • Nicolet Advisory Services first reported a position in Shell in Q2 2024 and has held it in 3 quarters since.
  • Nicolet Advisory Services's Shell position peaked at $259K in Q3 2025.
  • 1,453 funds tracked by Wall St. Rank held Shell as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.