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 Q2	$660K	Buy	8,513 +573	+7%	+$49.5K	0.18%	126
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 $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

Fortress Private Ledger's SHEL Position: Q2 2026 in Review

Fortress Private Ledger increased its Shell (SHEL) stake by 7.2% in Q2 2026, buying an estimated $49.5K and bringing the position to 8,513 shares worth $660K. The position accounts for 0.18% of the portfolio, ranked #126.

Fortress Private Ledger first reported a position in SHEL in Q2 2025 and has held it in 5 quarters since. The position peaked at $738K in Q1 2026. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Fortress Private Ledger held 8,513 shares of Shell worth $660K as of Q2 2026.
Fortress Private Ledger bought 573 Shell shares in Q2 2026, an estimated $49.5K.
Shell made up 0.18% of Fortress Private Ledger's portfolio in Q2 2026, its #126 holding.
Fortress Private Ledger first reported a position in Shell in Q2 2025 and has held it in 5 quarters since.
Fortress Private Ledger's Shell position peaked at $738K in Q1 2026.
1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Fortress Private Ledger's 13F filing for Q2 2026, filed 7 Aug 2026.