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Dorato Capital Management’s Shell SHEL Stock Holding History

Dorato Capital Management’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 		$549K Buy
6,677
+65
+1% +$5.61K 0.37% 60
2026
Q1 		$608K Hold
6,612
– – 0.45% 47
2025
Q4 		$492K Buy
+6,612
New +$487K 0.37% 66

Other funds holding SHEL

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Dorato Capital Management's SHEL Position: Q2 2026 in Review

Dorato Capital Management increased its Shell (SHEL) stake by 0.98% in Q2 2026, buying an estimated $5.61K and bringing the position to 6,677 shares worth $549K. The position accounts for 0.37% of the portfolio, ranked #60.

Dorato Capital Management first reported a position in SHEL in Q4 2025 and has held it in 3 quarters since. The position peaked at $608K in Q1 2026. 895 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Dorato Capital Management held 6,677 shares of Shell worth $549K as of Q2 2026.
  • Dorato Capital Management bought 65 Shell shares in Q2 2026, an estimated $5.61K.
  • Shell made up 0.37% of Dorato Capital Management's portfolio in Q2 2026, its #60 holding.
  • Dorato Capital Management first reported a position in Shell in Q4 2025 and has held it in 3 quarters since.
  • Dorato Capital Management's Shell position peaked at $608K in Q1 2026.
  • 895 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Dorato Capital Management's 13F filing for Q2 2026, filed 13 Jul 2026.