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Smartleaf Asset Management’s Shell SHEL Stock Holding History

Smartleaf Asset 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 		$2.05M Buy
22,086
+754
+4% +$60.9K 0.07% 240
2025
Q4 		$1.57M Buy
21,332
+2,352
+12% +$173K 0.06% 280
2025
Q3 		$1.38M Buy
18,980
+3,377
+22% +$243K 0.09% 255
2025
Q2 		$1.11M Sell
15,603
-1,785
-10% -$120K 0.1% 237
2025
Q1 		$1.26M Buy
17,388
+3,941
+29% +$265K 0.12% 184
2024
Q4 		$831K Buy
13,447
+2,826
+27% +$185K 0.08% 251
2024
Q3 		$702K Buy
10,621
+6,717
+172% +$476K 0.09% 251
2024
Q2 		$279K Buy
3,904
+1,032
+36% +$73.8K 0.05% 322
2024
Q1 		$192K Buy
+2,872
New +$184K 0.04% 371

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

Smartleaf Asset Management's SHEL Position: Q1 2026 in Review

Smartleaf Asset Management increased its Shell (SHEL) stake by 3.5% in Q1 2026, buying an estimated $60.9K and bringing the position to 22,086 shares worth $2.05M. The position accounts for 0.07% of the portfolio, ranked #240.

Smartleaf Asset Management first reported a position in SHEL in Q1 2024 and has held it in 9 quarters since. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Smartleaf Asset Management held 22,086 shares of Shell worth $2.05M as of Q1 2026.
  • Smartleaf Asset Management bought 754 Shell shares in Q1 2026, an estimated $60.9K.
  • Shell made up 0.07% of Smartleaf Asset Management's portfolio in Q1 2026, its #240 holding.
  • Smartleaf Asset Management first reported a position in Shell in Q1 2024 and has held it in 9 quarters since.
  • 1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

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