Seed Wealth Management’s Shell SHEL Stock Holding History

Seed 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	$644K	Hold	6,927	–	–	0.44%	40
2025 Q4	$509K	Sell	6,927 -300	-4%	-$22.1K	0.35%	47
2025 Q3	$517K	Hold	7,227	–	–	0.36%	48
2025 Q2	$509K	Sell	7,227 -538	-7%	-$36.1K	0.38%	66
2025 Q1	$569K	Hold	7,765	–	–	0.46%	59
2024 Q4	$486K	Hold	7,765	–	–	0.39%	64
2024 Q3	$512K	Sell	7,765 -300	-4%	-$21.2K	0.41%	63
2024 Q2	$582K	Buy	8,065 +600	+8%	+$42.9K	0.51%	50
2024 Q1	$507K	Sell	7,465 -800	-10%	-$51.3K	0.48%	52
2023 Q4	$545K	Sell	8,265 -600	-7%	-$39.4K	0.55%	46
2023 Q3	$571K	Sell	8,865 -170	-2%	-$10.6K	0.64%	43
2023 Q2	$546K	Hold	9,035	–	–	0.58%	47
2023 Q1	$520K	Hold	9,035	–	–	0.59%	45
2022 Q4	$515K	Buy	+9,035	New	+$498K	0.59%	43

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

Seed Wealth Management's SHEL Position: Q1 2026 in Review

Seed Wealth Management held its Shell (SHEL) position steady in Q1 2026 at 6,927 shares worth $644K. The position accounts for 0.44% of the portfolio, ranked #40.

Seed Wealth Management first reported a position in SHEL in Q4 2022 and has held it in 14 quarters since. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

Seed Wealth Management held 6,927 shares of Shell worth $644K as of Q1 2026.
Seed Wealth Management left its Shell share count unchanged in Q1 2026.
Shell made up 0.44% of Seed Wealth Management's portfolio in Q1 2026, its #40 holding.
Seed Wealth Management first reported a position in Shell in Q4 2022 and has held it in 14 quarters since.
1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Seed Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.