Altshuler Shaham’s Shell SHEL Stock Holding History

Altshuler Shaham’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	$1.22M	Sell	13,109 -1,491	-10%	-$120K	0.02%	111
2025 Q4	$1.07M	Sell	14,600 -15,400	-51%	-$1.13M	0.02%	92
2025 Q3	$2.15M	Sell	30,000 -7,000	-19%	-$504K	0.04%	62
2025 Q2	$2.61M	Hold	37,000	–	–	0.08%	46
2025 Q1	$2.71M	Buy	37,000 +7,000	+23%	+$472K	0.07%	38
2024 Q4	$1.88M	Sell	30,000 -2,000	-6%	-$131K	0.06%	35
2024 Q3	$2.11M	Hold	32,000	–	–	0.13%	32
2024 Q2	$2.31M	Sell	32,000 -9,480	-23%	-$678K	0.08%	29
2024 Q1	$2.78M	Sell	41,480 -9,024	-18%	-$578K	0.11%	21
2023 Q4	$3.32M	Buy	50,504 +23,018	+84%	+$1.51M	0.18%	13
2023 Q3	$1.77M	Buy	27,486 +20,847	+314%	+$1.3M	0.05%	33
2023 Q2	$401K	Sell	6,639 -301	-4%	-$18.1K	0.01%	81
2023 Q1	$399K	Buy	6,940 +940	+16%	+$55.3K	0.01%	86
2022 Q4	$342K	Hold	6,000	–	–	0.01%	85
2022 Q3	$299K	Buy	+6,000	New	+$309K	0.01%	116

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Altshuler Shaham's SHEL Position: Q1 2026 in Review

Altshuler Shaham reduced its Shell (SHEL) stake by 10% in Q1 2026, selling an estimated $120K and leaving 13,109 shares worth $1.22M. The position accounts for 0.02% of the portfolio, ranked #111.

Altshuler Shaham first reported a position in SHEL in Q3 2022 and has held it in 15 quarters since. The position peaked at $3.32M in Q4 2023. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

Altshuler Shaham held 13,109 shares of Shell worth $1.22M as of Q1 2026.
Altshuler Shaham sold 1,491 Shell shares in Q1 2026, an estimated $120K.
Shell made up 0.02% of Altshuler Shaham's portfolio in Q1 2026, its #111 holding.
Altshuler Shaham first reported a position in Shell in Q3 2022 and has held it in 15 quarters since.
Altshuler Shaham's Shell position peaked at $3.32M in Q4 2023.
1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Altshuler Shaham's 13F filing for Q1 2026, filed 18 May 2026.