Fortress Private Ledger’s Shell SHEL Stock Holding History

Fortress Private Ledger’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	$738K	Buy	7,940 +587	+8%	+$47.4K	0.23%	95
2025 Q4	$540K	Buy	7,353 +2,960	+67%	+$218K	0.18%	112
2025 Q3	$314K	Buy	4,393 +1,150	+35%	+$82.8K	0.11%	155
2025 Q2	$228K	Buy	+3,243	New	+$217K	0.1%	165

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fortress Private Ledger's SHEL Position: Q1 2026 in Review

Fortress Private Ledger increased its Shell (SHEL) stake by 8% in Q1 2026, buying an estimated $47.4K and bringing the position to 7,940 shares worth $738K. The position accounts for 0.23% of the portfolio, ranked #95.

Fortress Private Ledger first reported a position in SHEL in Q2 2025 and has held it in 4 quarters since. 1,585 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

Fortress Private Ledger held 7,940 shares of Shell worth $738K as of Q1 2026.
Fortress Private Ledger bought 587 Shell shares in Q1 2026, an estimated $47.4K.
Shell made up 0.23% of Fortress Private Ledger's portfolio in Q1 2026, its #95 holding.
Fortress Private Ledger first reported a position in Shell in Q2 2025 and has held it in 4 quarters since.
1,585 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Fortress Private Ledger's 13F filing for Q1 2026, filed 13 May 2026.