Vise Technologies’s Shell SHEL Stock Holding History

Vise Technologies’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	$3.91M	Hold	53,245	–	–	0.08%	212
2025 Q4	$3.91M	Buy	53,245 +16,445	+45%	+$1.21M	0.08%	213
2025 Q3	$2.63M	Buy	36,800 +497	+1%	+$35.8K	0.1%	197
2025 Q2	$2.56M	Buy	+36,303	New	+$2.43M	0.11%	205
2024 Q4	$1.59M	Buy	25,362 +946	+4%	+$62K	0.13%	166
2024 Q3	$1.61M	Buy	24,416 +1,710	+8%	+$121K	0.2%	103
2024 Q2	$1.64M	Buy	22,706 +3,287	+17%	+$235K	0.29%	78
2024 Q1	$1.3M	Buy	19,419 +919	+5%	+$58.9K	0.26%	87
2023 Q4	$1.22M	Buy	18,500 +1,024	+6%	+$67.2K	0.26%	91
2023 Q3	$1.13M	Sell	17,476 -1,067	-6%	-$66.4K	0.28%	90
2023 Q2	$1.12M	Buy	18,543 +843	+5%	+$50.6K	0.27%	87
2023 Q1	$1.02M	Buy	17,700 +1,021	+6%	+$60.1K	0.27%	85
2022 Q4	$950K	Buy	16,679 +2,051	+14%	+$113K	0.3%	79
2022 Q3	$728K	Buy	14,628 +2,515	+21%	+$130K	0.27%	80
2022 Q2	$633K	Buy	12,113 +4,744	+64%	+$267K	0.25%	100
2022 Q1	$405K	Buy	+7,369	New	+$391K	0.15%	141

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vise Technologies's SHEL Position: Q1 2026 in Review

Vise Technologies held its Shell (SHEL) position steady in Q1 2026 at 53,245 shares worth $3.91M. The position accounts for 0.08% of the portfolio, ranked #212.

Vise Technologies first reported a position in SHEL in Q1 2022 and has held it in 16 quarters since. 1,584 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

Vise Technologies held 53,245 shares of Shell worth $3.91M as of Q1 2026.
Vise Technologies left its Shell share count unchanged in Q1 2026.
Shell made up 0.08% of Vise Technologies's portfolio in Q1 2026, its #212 holding.
Vise Technologies first reported a position in Shell in Q1 2022 and has held it in 16 quarters since.
1,584 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.