Reik & Co’s Shell SHEL Stock Holding History

Reik & Co’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	$2.29M	Sell	24,572 -30	-0.1%	-$2.42K	0.63%	18
2025 Q4	$1.81M	Sell	24,602 -1,749	-7%	-$129K	0.5%	19
2025 Q3	$1.88M	Sell	26,351 -60	-0.2%	-$4.32K	0.48%	19
2025 Q2	$1.86M	Sell	26,411 -17,590	-40%	-$1.18M	0.46%	20
2025 Q1	$3.22M	Sell	44,001 -1,065	-2%	-$71.7K	0.75%	15
2024 Q4	$2.82M	Sell	45,066 -2,379	-5%	-$156K	0.68%	15
2024 Q3	$3.13M	Sell	47,445 -1,608	-3%	-$114K	0.74%	15
2024 Q2	$3.54M	Hold	49,053	–	–	0.92%	15
2024 Q1	$3.29M	Sell	49,053 -6,763	-12%	-$433K	0.82%	14
2023 Q4	$3.67M	Sell	55,816 -2,070	-4%	-$136K	1.03%	13
2023 Q3	$3.73M	Sell	57,886 -1,026	-2%	-$63.9K	1.09%	14
2023 Q2	$3.56M	Sell	58,912 -670	-1%	-$40.2K	0.98%	15
2023 Q1	$3.43M	Hold	59,582	–	–	1.01%	16
2022 Q4	$3.39M	Sell	59,582 -420	-0.7%	-$23.2K	0.98%	16
2022 Q3	$2.99M	Hold	60,002	–	–	0.96%	16
2022 Q2	$3.14M	Buy	60,002 +3,345	+6%	+$188K	0.89%	17
2022 Q1	$3.11M	Buy	+56,657	New	+$3.01M	0.78%	17

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Reik & Co's SHEL Position: Q1 2026 in Review

Reik & Co reduced its Shell (SHEL) stake by 0.12% in Q1 2026, selling an estimated $2.42K and leaving 24,572 shares worth $2.29M. The position accounts for 0.63% of the portfolio, ranked #18.

Reik & Co first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. The position peaked at $3.73M in Q3 2023. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

Reik & Co held 24,572 shares of Shell worth $2.29M as of Q1 2026.
Reik & Co sold 30 Shell shares in Q1 2026, an estimated $2.42K.
Shell made up 0.63% of Reik & Co's portfolio in Q1 2026, its #18 holding.
Reik & Co first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
Reik & Co's Shell position peaked at $3.73M in Q3 2023.
1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Reik & Co's 13F filing for Q1 2026, filed 5 May 2026.