First Manhattan’s Shell SHEL Stock Holding History

First Manhattan’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	$4.42M	Sell	57,001 -666	-1%	-$57.5K	0.01%	257
2026 Q1	$5.36M	Buy	57,667 +46,663	+424%	+$3.77M	0.01%	229
2025 Q4	$809K	Buy	11,004 +2,672	+32%	+$197K	﹤0.01%	465
2025 Q3	$596K	Sell	8,332 -4,170	-33%	-$300K	﹤0.01%	510
2025 Q2	$880K	Buy	12,502 +85	+0.7%	+$5.7K	﹤0.01%	439
2025 Q1	$910K	Hold	12,417	–	–	﹤0.01%	406
2024 Q4	$778K	Buy	12,417 +1,450	+13%	+$95K	﹤0.01%	430
2024 Q3	$723K	Buy	10,967 +85	+0.8%	+$6.02K	﹤0.01%	420
2024 Q2	$785K	Sell	10,882 -1,551	-12%	-$111K	﹤0.01%	397
2024 Q1	$834K	Buy	12,433 +514	+4%	+$32.9K	﹤0.01%	397
2023 Q4	$784K	Sell	11,919 -223	-2%	-$14.6K	﹤0.01%	409
2023 Q3	$782K	Sell	12,142 -365	-3%	-$22.7K	﹤0.01%	416
2023 Q2	$755K	Buy	12,507 +750	+6%	+$45K	﹤0.01%	422
2023 Q1	$676K	Sell	11,757 -267	-2%	-$15.7K	﹤0.01%	461
2022 Q4	$685K	Sell	12,024 -428	-3%	-$23.6K	﹤0.01%	461
2022 Q3	$619K	Sell	12,452 -4,626	-27%	-$238K	﹤0.01%	471
2022 Q2	$893K	Hold	17,078	–	–	﹤0.01%	429
2022 Q1	$938K	Buy	+17,078	New	+$907K	﹤0.01%	457

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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 Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

First Manhattan's SHEL Position: Q2 2026 in Review

First Manhattan reduced its Shell (SHEL) stake by 1.2% in Q2 2026, selling an estimated $57.5K and leaving 57,001 shares worth $4.42M. The position accounts for 0.01% of the portfolio, ranked #257.

First Manhattan first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $5.36M in Q1 2026. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

First Manhattan held 57,001 shares of Shell worth $4.42M as of Q2 2026.
First Manhattan sold 666 Shell shares in Q2 2026, an estimated $57.5K.
Shell made up 0.01% of First Manhattan's portfolio in Q2 2026, its #257 holding.
First Manhattan first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
First Manhattan's Shell position peaked at $5.36M in Q1 2026.
1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on First Manhattan's 13F filing for Q2 2026, filed 14 Aug 2026.