EH
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Equitable Holdings’s Shell SHEL Stock Holding History

Equitable Holdings’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 		$1.06M Sell
13,670
-1,771
-11% -$153K 0.01% 983
2026
Q1 		$1.2M Buy
15,441
+4,174
+37% +$337K 0.01% 909
2025
Q4 		$828K Buy
11,267
+3,181
+39% +$234K 0.01% 925
2025
Q3 		$578K Buy
8,086
+814
+11% +$58.6K ﹤0.01% 1027
2025
Q2 		$512K Buy
7,272
+672
+10% +$45K ﹤0.01% 993
2025
Q1 		$484K Sell
6,600
-46
-0.7% -$3.1K ﹤0.01% 924
2024
Q4 		$416K Sell
6,646
-649
-9% -$42.5K ﹤0.01% 929
2024
Q3 		$481K Sell
7,295
-6
-0.1% -$425 ﹤0.01% 880
2024
Q2 		$527K Buy
7,301
+56
+0.8% +$4K 0.01% 820
2024
Q1 		$486K Sell
7,245
-1,204
-14% -$77.2K 0.01% 813
2023
Q4 		$556K Buy
8,449
+788
+10% +$51.7K 0.01% 734
2023
Q3 		$493K Buy
7,661
+246
+3% +$15.3K 0.01% 720
2023
Q2 		$448K Buy
7,415
+1,033
+16% +$62K 0.01% 734
2023
Q1 		$367K Buy
+6,382
New +$375K 0.01% 736

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
T. Rowe Price Associates
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
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Equitable Holdings's SHEL Position: Q2 2026 in Review

Equitable Holdings reduced its Shell (SHEL) stake by 11% in Q2 2026, selling an estimated $153K and leaving 13,670 shares worth $1.06M. The position accounts for 0.01% of the portfolio, ranked #983.

Equitable Holdings first reported a position in SHEL in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.2M in Q1 2026. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Equitable Holdings held 13,670 shares of Shell worth $1.06M as of Q2 2026.
  • Equitable Holdings sold 1,771 Shell shares in Q2 2026, an estimated $153K.
  • Shell made up 0.01% of Equitable Holdings's portfolio in Q2 2026, its #983 holding.
  • Equitable Holdings first reported a position in Shell in Q1 2023 and has held it in 14 quarters since.
  • Equitable Holdings's Shell position peaked at $1.2M in Q1 2026.
  • 1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.