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WELLINGTON-ALTUS USA INC.’s Shell SHEL Stock Holding History

WELLINGTON-ALTUS USA 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 		$7.25K Hold
78
– – 0.01% 593
2026
Q1 		$6.05K Hold
78
– – ﹤0.01% 629
2025
Q4 		$5.73K Buy
+78
New +$5.75K ﹤0.01% 612

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

WELLINGTON-ALTUS USA INC.'s SHEL Position: Q2 2026 in Review

WELLINGTON-ALTUS USA INC. held its Shell (SHEL) position steady in Q2 2026 at 78 shares worth $7.25K. The position accounts for 0.01% of the portfolio, ranked #593.

WELLINGTON-ALTUS USA INC. first reported a position in SHEL in Q4 2025 and has held it in 3 quarters since. 1,532 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • WELLINGTON-ALTUS USA INC. held 78 shares of Shell worth $7.25K as of Q2 2026.
  • WELLINGTON-ALTUS USA INC. left its Shell share count unchanged in Q2 2026.
  • Shell made up 0.01% of WELLINGTON-ALTUS USA INC.'s portfolio in Q2 2026, its #593 holding.
  • WELLINGTON-ALTUS USA INC. first reported a position in Shell in Q4 2025 and has held it in 3 quarters since.
  • 1,532 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on WELLINGTON-ALTUS USA INC.'s 13F filing for Q2 2026, filed 17 Sep 2026.