EI
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Ethic Inc’s Shell SHEL Stock Holding History

Ethic Inc’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 		$1.22M Buy
15,766
+2,762
+21% +$238K 0.02% 659
2026
Q1 		$1.21M Buy
13,004
+995
+8% +$80.4K 0.02% 606
2025
Q4 		$882K Buy
12,009
+1,183
+11% +$87.1K 0.01% 682
2025
Q3 		$774K Buy
10,826
+1,141
+12% +$82.2K 0.01% 709
2025
Q2 		$687K Buy
9,685
+2,445
+34% +$164K 0.01% 726
2025
Q1 		$529K Buy
7,240
+1,093
+18% +$73.6K 0.01% 768
2024
Q4 		$385K Sell
6,147
-415
-6% -$27.2K 0.01% 873
2024
Q3 		$440K Buy
6,562
+53
+0.8% +$3.75K 0.01% 790
2024
Q2 		$470K Sell
6,509
-53
-0.8% -$3.79K 0.01% 780
2024
Q1 		$440K Buy
6,562
+704
+12% +$45.1K 0.01% 789
2023
Q4 		$385K Buy
5,858
+761
+15% +$49.9K 0.01% 818
2023
Q3 		$328K Buy
5,097
+840
+20% +$52.3K 0.01% 776
2023
Q2 		$257K Buy
4,257
+136
+3% +$8.16K 0.01% 837
2023
Q1 		$237K Buy
+4,121
New +$242K 0.01% 851

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

Ethic Inc's SHEL Position: Q2 2026 in Review

Ethic Inc increased its Shell (SHEL) stake by 21% in Q2 2026, buying an estimated $238K and bringing the position to 15,766 shares worth $1.22M. The position accounts for 0.02% of the portfolio, ranked #659.

Ethic Inc first reported a position in SHEL in Q1 2023 and has held it in 14 quarters since. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Ethic Inc held 15,766 shares of Shell worth $1.22M as of Q2 2026.
  • Ethic Inc bought 2,762 Shell shares in Q2 2026, an estimated $238K.
  • Shell made up 0.02% of Ethic Inc's portfolio in Q2 2026, its #659 holding.
  • Ethic Inc first reported a position in Shell in Q1 2023 and has held it in 14 quarters since.
  • 1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.