AG
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AlTi Global’s Shell SHEL Stock Holding History

AlTi Global’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 		$1.21M Buy
15,661
+8,461
+118% +$730K 0.03% 237
2026
Q1 		$670K Sell
7,200
-2,198
-23% -$178K 0.01% 282
2025
Q4 		$691K Buy
9,398
+25
+0.3% +$1.84K 0.01% 275
2025
Q3 		$670K Sell
9,373
-1,093
-10% -$78.7K 0.02% 285
2025
Q2 		$737K Buy
10,466
+5,631
+116% +$377K 0.02% 267
2025
Q1 		$354K Sell
4,835
-2,458
-34% -$166K 0.01% 312
2024
Q4 		$457K Buy
7,293
+25
+0.3% +$1.64K 0.01% 297
2024
Q3 		$479K Buy
7,268
+148
+2% +$10.5K 0.01% 277
2024
Q2 		$514K Buy
7,120
+237
+3% +$16.9K 0.01% 253
2024
Q1 		$461K Buy
6,883
+322
+5% +$20.6K 0.01% 260
2023
Q4 		$432K Buy
+6,561
New +$431K 0.01% 255

Other funds holding SHEL

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 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
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
MF
Milford Funds Auckland $6.14B AUM
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

AlTi Global's SHEL Position: Q2 2026 in Review

AlTi Global increased its Shell (SHEL) stake by 118% in Q2 2026, buying an estimated $730K and bringing the position to 15,661 shares worth $1.21M. The position accounts for 0.03% of the portfolio, ranked #237.

AlTi Global first reported a position in SHEL in Q4 2023 and has held it in 11 quarters since. 950 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • AlTi Global held 15,661 shares of Shell worth $1.21M as of Q2 2026.
  • AlTi Global bought 8,461 Shell shares in Q2 2026, an estimated $730K.
  • Shell made up 0.03% of AlTi Global's portfolio in Q2 2026, its #237 holding.
  • AlTi Global first reported a position in Shell in Q4 2023 and has held it in 11 quarters since.
  • 950 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on AlTi Global's 13F filing for Q2 2026, filed 5 Aug 2026.