Welch & Forbes’s Shell SHEL Stock Holding History

Welch & Forbes’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	$721K	Sell	7,753 -83	-1%	-$6.71K	0.01%	247
2025 Q4	$576K	Hold	7,836	–	–	0.01%	262
2025 Q3	$561K	Hold	7,836	–	–	0.01%	269
2025 Q2	$552K	Hold	7,836	–	–	0.01%	269
2025 Q1	$574K	Hold	7,836	–	–	0.01%	263
2024 Q4	$491K	Hold	7,836	–	–	0.01%	280
2024 Q3	$517K	Sell	7,836 -2,284	-23%	-$162K	0.01%	285
2024 Q2	$734K	Buy	10,120 +88	+0.9%	+$6.29K	0.01%	250
2024 Q1	$673K	Sell	10,032 -187	-2%	-$12K	0.01%	257
2023 Q4	$672K	Sell	10,219 -3	-0%	-$197	0.01%	257
2023 Q3	$658K	Buy	10,222 +187	+2%	+$11.6K	0.01%	255
2023 Q2	$606K	Sell	10,035 -20	-0.2%	-$1.2K	0.01%	266
2023 Q1	$579K	Sell	10,055 -186	-2%	-$10.9K	0.01%	264
2022 Q4	$583K	Buy	10,241 +1,883	+23%	+$104K	0.01%	268
2022 Q3	$416K	Sell	8,358 -200	-2%	-$10.3K	0.01%	293
2022 Q2	$447K	Buy	+8,558	New	+$481K	0.01%	293

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 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