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
Q2 		$25.7M Sell
331,800
-14,102
-4% -$1.22M 0.01% 424
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 $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

Northwestern Mutual Wealth Management's SHEL Position: Q2 2026 in Review

Northwestern Mutual Wealth Management reduced its Shell (SHEL) stake by 4.1% in Q2 2026, selling an estimated $1.22M and leaving 331,800 shares worth $25.7M. The position accounts for 0.01% of the portfolio, ranked #424.

Northwestern Mutual Wealth Management first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $32.2M in Q1 2026. 1,532 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Northwestern Mutual Wealth Management held 331,800 shares of Shell worth $25.7M as of Q2 2026.
  • Northwestern Mutual Wealth Management sold 14,102 Shell shares in Q2 2026, an estimated $1.22M.
  • Shell made up 0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #424 holding.
  • Northwestern Mutual Wealth Management first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
  • Northwestern Mutual Wealth Management's Shell position peaked at $32.2M in Q1 2026.
  • 1,532 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.