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OneDigital Investment Advisors’s Shell SHEL Stock Holding History

OneDigital Investment 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
Q2 		$732K Sell
9,444
-718
-7% -$62K 0.01% 879
2026
Q1 		$945K Buy
10,162
+4,192
+70% +$339K 0.01% 703
2025
Q4 		$439K Sell
5,970
-951
-14% -$70.1K ﹤0.01% 1007
2025
Q3 		$495K Sell
6,921
-11
-0.2% -$792 0.01% 937
2025
Q2 		$488K Buy
6,932
+187
+3% +$12.5K 0.01% 906
2025
Q1 		$494K Sell
6,745
-529
-7% -$35.6K 0.01% 858
2024
Q4 		$456K Sell
7,274
-615
-8% -$40.3K 0.01% 925
2024
Q3 		$520K Buy
7,889
+196
+3% +$13.9K 0.01% 924
2024
Q2 		$555K Buy
+7,693
New +$550K 0.01% 857
2024
Q1 		– Sell
-3,180
Closed -$209K – 1151
2023
Q4 		$209K Sell
3,180
-483
-13% -$31.7K ﹤0.01% 1045
2023
Q3 		$236K Buy
+3,663
New +$228K 0.01% 889

Other funds holding SHEL

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
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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

OneDigital Investment Advisors's SHEL Position: Q2 2026 in Review

OneDigital Investment Advisors reduced its Shell (SHEL) stake by 7.1% in Q2 2026, selling an estimated $62K and leaving 9,444 shares worth $732K. The position accounts for 0.01% of the portfolio, ranked #879.

OneDigital Investment Advisors first reported a position in SHEL in Q3 2023 and has held it in 11 quarters since. The position peaked at $945K in Q1 2026. 1,186 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • OneDigital Investment Advisors held 9,444 shares of Shell worth $732K as of Q2 2026.
  • OneDigital Investment Advisors sold 718 Shell shares in Q2 2026, an estimated $62K.
  • Shell made up 0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #879 holding.
  • OneDigital Investment Advisors first reported a position in Shell in Q3 2023 and has held it in 11 quarters since.
  • OneDigital Investment Advisors's Shell position peaked at $945K in Q1 2026.
  • 1,186 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.