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Fortitude Family Office’s Shell SHEL Stock Holding History

Fortitude Family Office’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 		$34.9K Sell
450
-500
-53% -$43.2K 0.01% 365
2026
Q1 		$88.3K Hold
950
– – 0.02% 169
2025
Q4 		$69.8K Buy
950
+500
+111% +$36.8K 0.02% 208
2025
Q3 		$32.2K Hold
450
– – 0.01% 307
2025
Q2 		$31.7K Sell
450
-40
-8% -$2.68K 0.01% 309
2025
Q1 		$35.9K Sell
490
-5
-1% -$337 0.01% 281
2024
Q4 		$31K Buy
495
+45
+10% +$2.95K 0.01% 353
2024
Q3 		$29.7K Buy
+450
New +$31.9K 0.01% 335

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

Fortitude Family Office's SHEL Position: Q2 2026 in Review

Fortitude Family Office reduced its Shell (SHEL) stake by 53% in Q2 2026, selling an estimated $43.2K and leaving 450 shares worth $34.9K. The position accounts for 0.01% of the portfolio, ranked #365.

Fortitude Family Office first reported a position in SHEL in Q3 2024 and has held it in 8 quarters since. The position peaked at $88.3K in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Fortitude Family Office held 450 shares of Shell worth $34.9K as of Q2 2026.
  • Fortitude Family Office sold 500 Shell shares in Q2 2026, an estimated $43.2K.
  • Shell made up 0.01% of Fortitude Family Office's portfolio in Q2 2026, its #365 holding.
  • Fortitude Family Office first reported a position in Shell in Q3 2024 and has held it in 8 quarters since.
  • Fortitude Family Office's Shell position peaked at $88.3K in Q1 2026.
  • 1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.