Trask Adam Roland’s Shell SHEL Stock Holding History

Trask Adam Roland’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	$30.2K	Buy	+325	New	+$26.3K	0.03%	127

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Trask Adam Roland's SHEL Position: Q1 2026 in Review

Trask Adam Roland opened a new position in Shell (SHEL) in Q1 2026: 325 shares worth $30.2K. The stake represents 0.03% of the portfolio and ranks #127 among its holdings.

1,592 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

Trask Adam Roland held 325 shares of Shell worth $30.2K as of Q1 2026.
Shell was a new Trask Adam Roland position in Q1 2026.
Shell made up 0.03% of Trask Adam Roland's portfolio in Q1 2026, its #127 holding.
1,592 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Trask Adam Roland's 13F filing for Q1 2026, filed 15 May 2026.