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Nvest Wealth Strategies’s Shell SHEL Stock Holding History

Nvest Wealth Strategies’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 		$1.16K Hold
15
– – ﹤0.01% 208
2026
Q1 		$1.4K Buy
+15
New +$1.21K ﹤0.01% 199

Other funds holding SHEL

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WD
WGI DM Boston, Massachusetts $1.16B AUM 2.51% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
MF
Milford Funds Auckland $6.14B AUM
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Nvest Wealth Strategies's SHEL Position: Q2 2026 in Review

Nvest Wealth Strategies held its Shell (SHEL) position steady in Q2 2026 at 15 shares worth $1.16K. The position accounts for ﹤0.01% of the portfolio, ranked #208.

Nvest Wealth Strategies first reported a position in SHEL in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.4K in Q1 2026. 950 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Nvest Wealth Strategies held 15 shares of Shell worth $1.16K as of Q2 2026.
  • Nvest Wealth Strategies left its Shell share count unchanged in Q2 2026.
  • Shell made up ﹤0.01% of Nvest Wealth Strategies's portfolio in Q2 2026, its #208 holding.
  • Nvest Wealth Strategies first reported a position in Shell in Q1 2026 and has held it in 2 quarters since.
  • Nvest Wealth Strategies's Shell position peaked at $1.4K in Q1 2026.
  • 950 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.