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Principal Securities’s Shell SHEL Stock Holding History

Principal Securities’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 		$2.15M Buy
23,153
+11,126
+93% +$899K 0.03% 468
2025
Q4 		$884K Buy
12,027
+243
+2% +$17.9K 0.01% 733
2025
Q3 		$843K Sell
11,784
-847
-7% -$61K 0.01% 722
2025
Q2 		$889K Sell
12,631
-8,699
-41% -$583K 0.02% 649
2025
Q1 		$1.34M Buy
21,330
+42
+0.2% +$2.83K 0.03% 460
2024
Q4 		$1.33M Buy
21,288
+3,331
+19% +$218K 0.03% 461
2024
Q3 		$1.18M Sell
17,957
-262
-1% -$18.6K 0.03% 482
2024
Q2 		$1.32M Buy
18,219
+860
+5% +$61.5K 0.04% 411
2024
Q1 		$1.16M Buy
17,359
+1,424
+9% +$91.2K 0.04% 418
2023
Q4 		$1.05M Buy
+15,935
New +$1.05M 0.04% 397

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

Principal Securities's SHEL Position: Q1 2026 in Review

Principal Securities increased its Shell (SHEL) stake by 93% in Q1 2026, buying an estimated $899K and bringing the position to 23,153 shares worth $2.15M. The position accounts for 0.03% of the portfolio, ranked #468.

Principal Securities first reported a position in SHEL in Q4 2023 and has held it in 10 quarters since. 1,584 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Principal Securities held 23,153 shares of Shell worth $2.15M as of Q1 2026.
  • Principal Securities bought 11,126 Shell shares in Q1 2026, an estimated $899K.
  • Shell made up 0.03% of Principal Securities's portfolio in Q1 2026, its #468 holding.
  • Principal Securities first reported a position in Shell in Q4 2023 and has held it in 10 quarters since.
  • 1,584 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.