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TIAA Wealth Investment Management’s Shell SHEL Stock Holding History

TIAA Wealth Investment 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
Q2 		$202K Buy
2,604
+142
+6% +$12.3K ﹤0.01% 305
2026
Q1 		$229K Buy
+2,462
New +$199K ﹤0.01% 268

Other funds holding SHEL

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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

TIAA Wealth Investment Management's SHEL Position: Q2 2026 in Review

TIAA Wealth Investment Management increased its Shell (SHEL) stake by 5.8% in Q2 2026, buying an estimated $12.3K and bringing the position to 2,604 shares worth $202K. The position accounts for ﹤0.01% of the portfolio, ranked #305.

TIAA Wealth Investment Management first reported a position in SHEL in Q1 2026 and has held it in 2 quarters since. The position peaked at $229K in Q1 2026. 1,458 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • TIAA Wealth Investment Management held 2,604 shares of Shell worth $202K as of Q2 2026.
  • TIAA Wealth Investment Management bought 142 Shell shares in Q2 2026, an estimated $12.3K.
  • Shell made up ﹤0.01% of TIAA Wealth Investment Management's portfolio in Q2 2026, its #305 holding.
  • TIAA Wealth Investment Management first reported a position in Shell in Q1 2026 and has held it in 2 quarters since.
  • TIAA Wealth Investment Management's Shell position peaked at $229K in Q1 2026.
  • 1,458 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on TIAA Wealth Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.