Shelton Capital Management’s Webster Financial WBS Stock Holding History

Shelton Capital Management’s Portfolio WBS Stock Details WBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$363K	Sell	5,223 -321	-6%	-$22K	0.01%	452
2025 Q4	$349K	Sell	5,544 -422	-7%	-$25.1K	0.01%	451
2025 Q3	$355K	Sell	5,966 -174	-3%	-$10.4K	0.01%	448
2025 Q2	$335K	Sell	6,140 -151	-2%	-$7.53K	0.01%	450
2025 Q1	$324K	Sell	6,291 -179	-3%	-$9.96K	0.01%	445
2024 Q4	$357K	Sell	6,470 -310	-5%	-$17K	0.01%	434
2024 Q3	$316K	Sell	6,780 -414	-6%	-$19K	0.01%	477
2024 Q2	$314K	Sell	7,194 -410	-5%	-$18.3K	0.01%	468
2024 Q1	$386K	Sell	7,604 -61	-0.8%	-$2.98K	0.01%	425
2023 Q4	$389K	Sell	7,665 -570	-7%	-$24.6K	0.01%	393
2023 Q3	$332K	Sell	8,235 -506	-6%	-$21.5K	0.01%	427
2023 Q2	$330K	Hold	8,741	–	–	0.01%	447
2023 Q1	$345K	Sell	8,741 -263	-3%	-$12.6K	0.01%	407
2022 Q4	$426K	Sell	9,004 -525	-6%	-$26.3K	0.04%	304
2022 Q3	$431K	Hold	9,529	–	–	0.02%	335
2022 Q2	$402K	Hold	9,529	–	–	0.02%	363
2022 Q1	$535K	Buy	9,529 +4,728	+98%	+$281K	0.02%	345
2021 Q4	$268K	Sell	4,801 -236	-5%	-$13.3K	0.01%	621
2021 Q3	$274K	Hold	5,037	–	–	0.01%	599
2021 Q2	$269K	Hold	5,037	–	–	0.01%	637
2021 Q1	$278K	Hold	5,037	–	–	0.01%	587
2020 Q4	$212K	Sell	5,037 -25,408	-83%	-$917K	0.01%	661
2020 Q3	$804K	Buy	+30,445	New	+$825K	0.03%	369
2020 Q1	–	Sell	-5,802	Closed	-$310K	–	833
2019 Q4	$310K	Sell	5,802 -337	-5%	-$16.2K	0.02%	509
2019 Q3	$288K	Sell	6,139 -370	-6%	-$17.5K	0.02%	546
2019 Q2	$311K	Buy	6,509 +6,179	+1,872%	+$308K	0.02%	514
2019 Q1	$6.51K	Sell	330 -6,179	-95%	-$335K	0.03%	518
2018 Q4	$321K	Hold	6,509	–	–	0.02%	452
2018 Q3	$384K	Hold	6,509	–	–	0.02%	460
2018 Q2	$415K	Hold	6,509	–	–	0.03%	414
2018 Q1	$361K	Sell	6,509 -401	-6%	-$22.7K	0.02%	469
2017 Q4	$388K	Hold	6,910	–	–	0.02%	459
2017 Q3	$363K	Hold	6,910	–	–	0.02%	482
2017 Q2	$361K	Hold	6,910	–	–	0.03%	481
2017 Q1	$346K	Hold	6,910	–	–	0.02%	507
2016 Q4	$375K	Sell	6,910 -2,395	-26%	-$110K	0.03%	499
2016 Q3	$354K	Hold	9,305	–	–	0.03%	508
2016 Q2	$316K	Hold	9,305	–	–	0.03%	529
2016 Q1	$334K	Hold	9,305	–	–	0.03%	514
2015 Q4	$346K	Hold	9,305	–	–	0.03%	482
2015 Q3	$332K	Hold	9,305	–	–	0.04%	489
2015 Q2	$368K	Hold	9,305	–	–	0.04%	491
2015 Q1	$345K	Hold	9,305	–	–	0.04%	532
2014 Q4	$303K	Sell	9,305 -695	-7%	-$21.5K	0.04%	569
2014 Q3	$291K	Hold	10,000	–	–	0.04%	552
2014 Q2	$315K	Hold	10,000	–	–	0.04%	543
2014 Q1	$311K	Hold	10,000	–	–	0.05%	509
2013 Q4	$312K	Hold	10,000	–	–	0.05%	491
2013 Q3	$255K	Hold	10,000	–	–	0.04%	531
2013 Q2	$257K	Buy	+10,000	New	+$236K	0.05%	496

Other funds holding WBS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return

Shelton Capital Management's WBS Position: Q1 2026 in Review

Shelton Capital Management reduced its Webster Financial (WBS) stake by 5.8% in Q1 2026, selling an estimated $22K and leaving 5,223 shares worth $363K. The position accounts for 0.01% of the portfolio, ranked #452.

Shelton Capital Management first reported a position in WBS in Q2 2013 and has held it in 50 quarters since. The position peaked at $804K in Q3 2020. 538 funds tracked by Wall St. Rank hold WBS as of Q1 2026.

Shelton Capital Management held 5,223 shares of Webster Financial worth $363K as of Q1 2026.
Shelton Capital Management sold 321 Webster Financial shares in Q1 2026, an estimated $22K.
Webster Financial made up 0.01% of Shelton Capital Management's portfolio in Q1 2026, its #452 holding.
Shelton Capital Management first reported a position in Webster Financial in Q2 2013 and has held it in 50 quarters since.
Shelton Capital Management's Webster Financial position peaked at $804K in Q3 2020.
538 funds tracked by Wall St. Rank held Webster Financial as of Q1 2026.

Based on Shelton Capital Management's 13F filing for Q1 2026, filed 15 May 2026.