Northwestern Mutual Wealth Management
SHEL icon

Northwestern Mutual Wealth Management’s Shell SHEL Stock Holding History

Northwestern Mutual Wealth Management’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 		$32.2M Buy
345,902
+15,632
+5% +$1.26M 0.02% 350
2025
Q4 		$24.3M Buy
330,270
+20,760
+7% +$1.53M 0.02% 384
2025
Q3 		$22.1M Buy
309,510
+19,256
+7% +$1.39M 0.01% 384
2025
Q2 		$20.4M Buy
290,254
+19,773
+7% +$1.33M 0.01% 373
2025
Q1 		$19.8M Buy
270,481
+18,707
+7% +$1.26M 0.02% 351
2024
Q4 		$15.8M Buy
251,774
+6,179
+3% +$405K 0.01% 371
2024
Q3 		$16.2M Buy
245,595
+10,961
+5% +$776K 0.01% 358
2024
Q2 		$16.9M Buy
234,634
+734
+0.3% +$52.5K 0.02% 329
2024
Q1 		$15.7M Buy
233,900
+15,740
+7% +$1.01M 0.02% 333
2023
Q4 		$14.4M Sell
218,160
-5,408
-2% -$355K 0.02% 329
2023
Q3 		$14.4M Buy
223,568
+11,470
+5% +$714K 0.02% 315
2023
Q2 		$12.8M Buy
212,098
+8,400
+4% +$504K 0.02% 325
2023
Q1 		$11.7M Buy
203,698
+19,225
+10% +$1.13M 0.02% 324
2022
Q4 		$10.5M Buy
184,473
+15,574
+9% +$859K 0.02% 325
2022
Q3 		$8.4M Buy
168,899
+112,477
+199% +$5.8M 0.01% 327
2022
Q2 		$2.95M Buy
56,422
+7,770
+16% +$437K 0.01% 533
2022
Q1 		$2.67M Buy
+48,652
New +$2.58M ﹤0.01% 574

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

Northwestern Mutual Wealth Management's SHEL Position: Q1 2026 in Review

Northwestern Mutual Wealth Management increased its Shell (SHEL) stake by 4.7% in Q1 2026, buying an estimated $1.26M and bringing the position to 345,902 shares worth $32.2M. The position accounts for 0.02% of the portfolio, ranked #350.

Northwestern Mutual Wealth Management first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. 1,587 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Northwestern Mutual Wealth Management held 345,902 shares of Shell worth $32.2M as of Q1 2026.
  • Northwestern Mutual Wealth Management bought 15,632 Shell shares in Q1 2026, an estimated $1.26M.
  • Shell made up 0.02% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #350 holding.
  • Northwestern Mutual Wealth Management first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
  • 1,587 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.