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FORA Capital’s Shell SHEL Stock Holding History

FORA Capital’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 		$598K Buy
+6,433
New +$520K 0.04% 290
2025
Q4 		– Sell
-11,897
Closed -$851K – 632
2025
Q3 		$851K Buy
+11,897
New +$857K 0.15% 191
2024
Q2 		– Sell
-6,959
Closed -$467K – 528
2024
Q1 		$467K Buy
+6,959
New +$446K 0.04% 338
2023
Q1 		– Sell
-4,988
Closed -$284K – 677
2022
Q4 		$284K Buy
+4,988
New +$275K 0.05% 380

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

FORA Capital's SHEL Position: Q1 2026 in Review

FORA Capital opened a new position in Shell (SHEL) in Q1 2026: 6,433 shares worth $598K. The stake represents 0.04% of the portfolio and ranks #290 among its holdings. This is a return to the name: FORA Capital previously reported a position in SHEL as recently as Q3 2025.

FORA Capital first reported a position in SHEL in Q4 2022 and has held it in 4 quarters since. The position peaked at $851K in Q3 2025. 1,585 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • FORA Capital held 6,433 shares of Shell worth $598K as of Q1 2026.
  • Shell was a new FORA Capital position in Q1 2026.
  • Shell made up 0.04% of FORA Capital's portfolio in Q1 2026, its #290 holding.
  • FORA Capital first reported a position in Shell in Q4 2022 and has held it in 4 quarters since.
  • FORA Capital's Shell position peaked at $851K in Q3 2025.
  • 1,585 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on FORA Capital's 13F filing for Q1 2026, filed 15 May 2026.