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Sunrise Financial Services’s Shell SHEL Stock Holding History

Sunrise Financial Services’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
Q2 		$2.56K Sell
33
-3
-8% -$259 ﹤0.01% 359
2026
Q1 		$3.35K Buy
36
+3
+9% +$242 ﹤0.01% 321
2025
Q4 		$2.42K Buy
+33
New +$2.43K ﹤0.01% 335

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Sunrise Financial Services's SHEL Position: Q2 2026 in Review

Sunrise Financial Services reduced its Shell (SHEL) stake by 8.3% in Q2 2026, selling an estimated $259 and leaving 33 shares worth $2.56K. The position accounts for ﹤0.01% of the portfolio, ranked #359.

Sunrise Financial Services first reported a position in SHEL in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.35K in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Sunrise Financial Services held 33 shares of Shell worth $2.56K as of Q2 2026.
  • Sunrise Financial Services sold 3 Shell shares in Q2 2026, an estimated $259.
  • Shell made up ﹤0.01% of Sunrise Financial Services's portfolio in Q2 2026, its #359 holding.
  • Sunrise Financial Services first reported a position in Shell in Q4 2025 and has held it in 3 quarters since.
  • Sunrise Financial Services's Shell position peaked at $3.35K in Q1 2026.
  • 1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.