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North Ridge Wealth Advisors’s Shell SHEL Stock Holding History

North Ridge Wealth 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
Q1 		$275K Hold
2,952
– – 0.15% 44
2025
Q4 		$217K Hold
2,952
– – 0.12% 45
2025
Q3 		$211K Hold
2,952
– – 0.12% 49
2025
Q2 		$208K Hold
2,952
– – 0.13% 44
2025
Q1 		$216K Hold
2,952
– – 0.14% 40
2024
Q4 		$185K Buy
+2,952
New +$193K 0.13% 44
2024
Q3 		– Sell
-2,952
Closed -$213K – 43
2024
Q2 		$213K Buy
+2,952
New +$211K 0.16% 41

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

North Ridge Wealth Advisors's SHEL Position: Q1 2026 in Review

North Ridge Wealth Advisors held its Shell (SHEL) position steady in Q1 2026 at 2,952 shares worth $275K. The position accounts for 0.15% of the portfolio, ranked #44.

North Ridge Wealth Advisors first reported a position in SHEL in Q2 2024 and has held it in 7 quarters since. 1,584 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • North Ridge Wealth Advisors held 2,952 shares of Shell worth $275K as of Q1 2026.
  • North Ridge Wealth Advisors left its Shell share count unchanged in Q1 2026.
  • Shell made up 0.15% of North Ridge Wealth Advisors's portfolio in Q1 2026, its #44 holding.
  • North Ridge Wealth Advisors first reported a position in Shell in Q2 2024 and has held it in 7 quarters since.
  • 1,584 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on North Ridge Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.