Freestone Capital Holdings’s Shell SHEL Stock Holding History

Freestone Capital Holdings’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	$432K	Buy	5,566 +243	+5%	+$21K	0.01%	416
2026 Q1	$495K	Buy	5,323 +609	+13%	+$49.2K	0.02%	342
2025 Q4	$346K	Sell	4,714 -295	-6%	-$21.7K	0.01%	398
2025 Q3	$358K	Buy	+5,009	New	+$361K	0.01%	399
2024 Q3	–	Sell	-19,463	Closed	-$1.4M	–	488
2024 Q2	$1.4M	Buy	19,463 +619	+3%	+$44.2K	0.05%	185
2024 Q1	$1.26M	Buy	+18,844	New	+$1.21M	0.05%	188

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

Freestone Capital Holdings's SHEL Position: Q2 2026 in Review

Freestone Capital Holdings increased its Shell (SHEL) stake by 4.6% in Q2 2026, buying an estimated $21K and bringing the position to 5,566 shares worth $432K. The position accounts for 0.01% of the portfolio, ranked #416.

Freestone Capital Holdings first reported a position in SHEL in Q1 2024 and has held it in 6 quarters since. The position peaked at $1.4M in Q2 2024. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Freestone Capital Holdings held 5,566 shares of Shell worth $432K as of Q2 2026.
Freestone Capital Holdings bought 243 Shell shares in Q2 2026, an estimated $21K.
Shell made up 0.01% of Freestone Capital Holdings's portfolio in Q2 2026, its #416 holding.
Freestone Capital Holdings first reported a position in Shell in Q1 2024 and has held it in 6 quarters since.
Freestone Capital Holdings's Shell position peaked at $1.4M in Q2 2024.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Freestone Capital Holdings's 13F filing for Q2 2026, filed 31 Jul 2026.