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
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 $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Equitable Holdings's SHEL Position: Q1 2026 in Review

Equitable Holdings increased its Shell (SHEL) stake by 37% in Q1 2026, buying an estimated $337K and bringing the position to 15,441 shares worth $1.2M. The position accounts for 0.01% of the portfolio, ranked #909.

Equitable Holdings first reported a position in SHEL in Q1 2023 and has held it in 13 quarters since. 1,584 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Equitable Holdings held 15,441 shares of Shell worth $1.2M as of Q1 2026.
  • Equitable Holdings bought 4,174 Shell shares in Q1 2026, an estimated $337K.
  • Shell made up 0.01% of Equitable Holdings's portfolio in Q1 2026, its #909 holding.
  • Equitable Holdings first reported a position in Shell in Q1 2023 and has held it in 13 quarters since.
  • 1,584 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.