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Root Financial Partners’s Shell SHEL Stock Holding History

Root Financial Partners’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 		$192K Sell
2,067
-775
-27% -$62.6K 0.01% 338
2025
Q4 		$209K Buy
2,842
+618
+28% +$45.5K 0.01% 289
2025
Q3 		$159K Buy
+2,224
New +$160K 0.01% 322

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

Root Financial Partners's SHEL Position: Q1 2026 in Review

Root Financial Partners reduced its Shell (SHEL) stake by 27% in Q1 2026, selling an estimated $62.6K and leaving 2,067 shares worth $192K. The position accounts for 0.01% of the portfolio, ranked #338.

Root Financial Partners first reported a position in SHEL in Q3 2025 and has held it in 3 quarters since. The position peaked at $209K in Q4 2025. 1,586 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Root Financial Partners held 2,067 shares of Shell worth $192K as of Q1 2026.
  • Root Financial Partners sold 775 Shell shares in Q1 2026, an estimated $62.6K.
  • Shell made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #338 holding.
  • Root Financial Partners first reported a position in Shell in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Shell position peaked at $209K in Q4 2025.
  • 1,586 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.