Altrafin AG’s Shell SHEL Stock Holding History

Altrafin AG’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	$1.95M	Sell	25,200 -2,400	-9%	-$207K	0.77%	31
2026 Q1	$2.57M	Hold	27,600	–	–	0.88%	28
2025 Q4	$2.03M	Hold	27,600	–	–	0.64%	29
2025 Q3	$1.97M	Sell	27,600 -9,861	-26%	-$710K	0.63%	28
2025 Q2	$2.64M	Sell	37,461 -12,718	-25%	-$852K	0.89%	27
2025 Q1	$3.68M	Sell	50,179 -16,094	-24%	-$1.08M	1.43%	23
2024 Q4	$4.15M	Buy	66,273 +882	+1%	+$57.8K	1.44%	21
2024 Q3	$4.31M	Buy	65,391 +15,484	+31%	+$1.1M	1.55%	22
2024 Q2	$3.6M	Buy	49,907 +36	+0.1%	+$2.57K	1.33%	24
2024 Q1	$3.34M	Buy	49,871 +42	+0.1%	+$2.69K	1.21%	27
2023 Q4	$3.28M	Buy	49,829 +12,827	+35%	+$842K	1.26%	29
2023 Q3	$2.38M	Sell	37,002 -4,548	-11%	-$283K	1.04%	34
2023 Q2	$2.51M	Buy	41,550 +35,038	+538%	+$2.1M	1.13%	29
2023 Q1	$375K	Buy	+6,512	New	+$383K	0.18%	64

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Altrafin AG's SHEL Position: Q2 2026 in Review

Altrafin AG reduced its Shell (SHEL) stake by 8.7% in Q2 2026, selling an estimated $207K and leaving 25,200 shares worth $1.95M. The position accounts for 0.77% of the portfolio, ranked #31.

Altrafin AG first reported a position in SHEL in Q1 2023 and has held it in 14 quarters since. The position peaked at $4.31M in Q3 2024. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Altrafin AG held 25,200 shares of Shell worth $1.95M as of Q2 2026.
Altrafin AG sold 2,400 Shell shares in Q2 2026, an estimated $207K.
Shell made up 0.77% of Altrafin AG's portfolio in Q2 2026, its #31 holding.
Altrafin AG first reported a position in Shell in Q1 2023 and has held it in 14 quarters since.
Altrafin AG's Shell position peaked at $4.31M in Q3 2024.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Altrafin AG's 13F filing for Q2 2026, filed 15 Jul 2026.