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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
Q2 		$6.19M Buy
79,881
+13
+0% +$1.12K 0.09% 134
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 $2.3T AUM 54.33% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Ritholtz Wealth Management's SHEL Position: Q2 2026 in Review

Ritholtz Wealth Management increased its Shell (SHEL) stake by 0.02% in Q2 2026, buying an estimated $1.12K and bringing the position to 79,881 shares worth $6.19M. The position accounts for 0.09% of the portfolio, ranked #134.

Ritholtz Wealth Management first reported a position in SHEL in Q2 2022 and has held it in 17 quarters since. The position peaked at $7.43M in Q1 2026. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Ritholtz Wealth Management held 79,881 shares of Shell worth $6.19M as of Q2 2026.
  • Ritholtz Wealth Management bought 13 Shell shares in Q2 2026, an estimated $1.12K.
  • Shell made up 0.09% of Ritholtz Wealth Management's portfolio in Q2 2026, its #134 holding.
  • Ritholtz Wealth Management first reported a position in Shell in Q2 2022 and has held it in 17 quarters since.
  • Ritholtz Wealth Management's Shell position peaked at $7.43M in Q1 2026.
  • 1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.