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Ritholtz Wealth Management’s Shell SHEL Stock Holding History

Ritholtz 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
Q1 		$7.43M Buy
79,868
+2,887
+4% +$233K 0.13% 95
2025
Q4 		$5.66M Sell
76,981
-443
-0.6% -$32.6K 0.1% 127
2025
Q3 		$5.54M Buy
77,424
+783
+1% +$56.4K 0.11% 115
2025
Q2 		$5.4M Sell
76,641
-1,085
-1% -$72.7K 0.12% 100
2025
Q1 		$5.7M Sell
77,726
-1,401
-2% -$94.4K 0.17% 79
2024
Q4 		$4.96M Sell
79,127
-5,097
-6% -$334K 0.15% 84
2024
Q3 		$5.55M Buy
84,224
+9,585
+13% +$679K 0.17% 75
2024
Q2 		$5.39M Buy
74,639
+4,633
+7% +$331K 0.18% 68
2024
Q1 		$4.69M Buy
70,006
+21,470
+44% +$1.38M 0.16% 79
2023
Q4 		$3.19M Buy
48,536
+2,860
+6% +$188K 0.12% 105
2023
Q3 		$2.94M Buy
45,676
+6,446
+16% +$401K 0.13% 98
2023
Q2 		$2.37M Buy
39,230
+964
+3% +$57.9K 0.11% 114
2023
Q1 		$2.2M Buy
38,266
+716
+2% +$42.1K 0.11% 118
2022
Q4 		$2.14M Buy
37,550
+4,462
+13% +$246K 0.12% 120
2022
Q3 		$1.65M Buy
33,088
+2,657
+9% +$137K 0.09% 152
2022
Q2 		$1.59M Buy
+30,431
New +$1.71M 0.1% 124

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