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Sagespring Wealth Partners’s Shell SHEL Stock Holding History

Sagespring Wealth 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 		$1.52M Buy
16,326
+79
+0.5% +$6.38K 0.03% 243
2025
Q4 		$1.19M Buy
16,247
+69
+0.4% +$5.08K 0.02% 278
2025
Q3 		$1.16M Buy
16,178
+932
+6% +$67.1K 0.02% 274
2025
Q2 		$1.07M Sell
15,246
-606
-4% -$40.6K 0.02% 275
2025
Q1 		$1.16M Buy
15,852
+7,007
+79% +$472K 0.03% 224
2024
Q4 		$554K Buy
+8,845
New +$580K 0.01% 323

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

Sagespring Wealth Partners's SHEL Position: Q1 2026 in Review

Sagespring Wealth Partners increased its Shell (SHEL) stake by 0.49% in Q1 2026, buying an estimated $6.38K and bringing the position to 16,326 shares worth $1.52M. The position accounts for 0.03% of the portfolio, ranked #243.

Sagespring Wealth Partners first reported a position in SHEL in Q4 2024 and has held it in 6 quarters since. 1,587 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Sagespring Wealth Partners held 16,326 shares of Shell worth $1.52M as of Q1 2026.
  • Sagespring Wealth Partners bought 79 Shell shares in Q1 2026, an estimated $6.38K.
  • Shell made up 0.03% of Sagespring Wealth Partners's portfolio in Q1 2026, its #243 holding.
  • Sagespring Wealth Partners first reported a position in Shell in Q4 2024 and has held it in 6 quarters since.
  • 1,587 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.