Bridgewater Associates’s Shell SHEL Stock Holding History

Bridgewater Associates’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	$118M	Buy	1,526,163 +1,214,006	+389%	+$105M	0.49%	28
2026 Q1	$29M	Sell	312,157 -691,420	-69%	-$55.9M	0.13%	113
2025 Q4	$73.7M	Sell	1,003,577 -115,728	-10%	-$8.52M	0.27%	62
2025 Q3	$80.1M	Sell	1,119,305 -183,164	-14%	-$13.2M	0.31%	61
2025 Q2	$91.7M	Buy	1,302,469 +251,317	+24%	+$16.8M	0.37%	60
2025 Q1	$77M	Buy	1,051,152 +220,152	+26%	+$14.8M	0.36%	64
2024 Q4	$52.1M	Buy	831,000 +697,806	+524%	+$45.7M	0.24%	77
2024 Q3	$8.78M	Buy	+133,194	New	+$9.43M	0.05%	286

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

Bridgewater Associates's SHEL Position: Q2 2026 in Review

Bridgewater Associates increased its Shell (SHEL) stake by 389% in Q2 2026, buying an estimated $105M and bringing the position to 1,526,163 shares worth $118M. The position accounts for 0.49% of the portfolio, ranked #28.

Bridgewater Associates first reported a position in SHEL in Q3 2024 and has held it in 8 quarters since. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Bridgewater Associates held 1,526,163 shares of Shell worth $118M as of Q2 2026.
Bridgewater Associates bought 1,214,006 Shell shares in Q2 2026, an estimated $105M.
Shell made up 0.49% of Bridgewater Associates's portfolio in Q2 2026, its #28 holding.
Bridgewater Associates first reported a position in Shell in Q3 2024 and has held it in 8 quarters since.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Bridgewater Associates's 13F filing for Q2 2026, filed 14 Aug 2026.