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Wealth Enhancement Trust Services’s Shell SHEL Stock Holding History

Wealth Enhancement Trust 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 		$36.8K Hold
475
– – ﹤0.01% 537
2026
Q1 		$44.2K Buy
475
+45
+10% +$3.64K 0.01% 475
2025
Q4 		$31.6K Buy
+430
New +$31.7K ﹤0.01% 477

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
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WD
WGI DM Boston, Massachusetts $1.16B AUM 2.51% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Wealth Enhancement Trust Services's SHEL Position: Q2 2026 in Review

Wealth Enhancement Trust Services held its Shell (SHEL) position steady in Q2 2026 at 475 shares worth $36.8K. The position accounts for ﹤0.01% of the portfolio, ranked #537.

Wealth Enhancement Trust Services first reported a position in SHEL in Q4 2025 and has held it in 3 quarters since. The position peaked at $44.2K in Q1 2026. 1,257 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Wealth Enhancement Trust Services held 475 shares of Shell worth $36.8K as of Q2 2026.
  • Wealth Enhancement Trust Services left its Shell share count unchanged in Q2 2026.
  • Shell made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #537 holding.
  • Wealth Enhancement Trust Services first reported a position in Shell in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's Shell position peaked at $44.2K in Q1 2026.
  • 1,257 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.