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Wealthspire Advisors (New York)’s Shell SHEL Stock Holding History

Wealthspire Advisors (New York)’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 		$1.98M Sell
21,334
-733
-3% -$59.2K 0.02% 289
2025
Q4 		$1.62M Buy
22,067
+5,525
+33% +$407K 0.01% 330
2025
Q3 		$1.18M Sell
16,542
-919
-5% -$66.2K 0.01% 354
2025
Q2 		$1.23M Buy
17,461
+743
+4% +$49.8K 0.01% 350
2025
Q1 		$1.23M Buy
16,718
+787
+5% +$53K 0.01% 345
2024
Q4 		$998K Buy
15,931
+1,617
+11% +$106K 0.01% 372
2024
Q3 		$944K Sell
14,314
-2,127
-13% -$151K 0.01% 380
2024
Q2 		$1.19M Buy
16,441
+47
+0.3% +$3.36K 0.02% 290
2024
Q1 		$1.1M Buy
16,394
+42
+0.3% +$2.69K 0.01% 302
2023
Q4 		$1.08M Sell
16,352
-175
-1% -$11.5K 0.02% 299
2023
Q3 		$1.06M Buy
16,527
+1,750
+12% +$109K 0.02% 268
2023
Q2 		$892K Buy
14,777
+1,044
+8% +$62.7K 0.01% 265
2023
Q1 		$790K Sell
13,733
-3,154
-19% -$186K 0.01% 289
2022
Q4 		$962K Buy
16,887
+6,104
+57% +$336K 0.02% 269
2022
Q3 		$537K Buy
10,783
+2,538
+31% +$131K 0.01% 321
2022
Q2 		$431K Buy
8,245
+1,915
+30% +$108K 0.01% 341
2022
Q1 		$348K Buy
+6,330
New +$336K 0.01% 330

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wealthspire Advisors (New York)'s SHEL Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Shell (SHEL) stake by 3.3% in Q1 2026, selling an estimated $59.2K and leaving 21,334 shares worth $1.98M. The position accounts for 0.02% of the portfolio, ranked #289.

Wealthspire Advisors (New York) first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Wealthspire Advisors (New York) held 21,334 shares of Shell worth $1.98M as of Q1 2026.
  • Wealthspire Advisors (New York) sold 733 Shell shares in Q1 2026, an estimated $59.2K.
  • Shell made up 0.02% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #289 holding.
  • Wealthspire Advisors (New York) first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
  • 1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.