ASO Group’s Shell SHEL Stock Holding History

ASO Group’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	$1.23M	Hold	15,890	–	–	0.52%	28
2026 Q1	$1.48M	Hold	15,890	–	–	0.62%	27
2025 Q4	$1.17M	Buy	+15,890	New	+$1.17M	0.46%	34

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

ASO Group's SHEL Position: Q2 2026 in Review

ASO Group held its Shell (SHEL) position steady in Q2 2026 at 15,890 shares worth $1.23M. The position accounts for 0.52% of the portfolio, ranked #28.

ASO Group first reported a position in SHEL in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.48M in Q1 2026. 1,525 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

ASO Group held 15,890 shares of Shell worth $1.23M as of Q2 2026.
ASO Group left its Shell share count unchanged in Q2 2026.
Shell made up 0.52% of ASO Group's portfolio in Q2 2026, its #28 holding.
ASO Group first reported a position in Shell in Q4 2025 and has held it in 3 quarters since.
ASO Group's Shell position peaked at $1.48M in Q1 2026.
1,525 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on ASO Group's 13F filing for Q2 2026, filed 4 Aug 2026.