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Great Diamond Partners’s Shell SHEL Stock Holding History

Great Diamond Partners’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 		$1.23M Buy
15,842
+1,159
+8% +$100K 0.21% 110
2026
Q1 		$1.37M Buy
14,683
+745
+5% +$60.2K 0.26% 98
2025
Q4 		$1.02M Sell
13,938
-327
-2% -$24.1K 0.2% 110
2025
Q3 		$1.02M Sell
14,265
-229
-2% -$16.5K 0.2% 113
2025
Q2 		$1.02M Buy
14,494
+3,806
+36% +$255K 0.22% 106
2025
Q1 		$783K Buy
10,688
+187
+2% +$12.6K 0.21% 96
2024
Q4 		$658K Buy
10,501
+273
+3% +$17.9K 0.17% 105
2024
Q3 		$675K Sell
10,228
-1,766
-15% -$125K 0.17% 104
2024
Q2 		$866K Buy
11,994
+30
+0.3% +$2.14K 0.2% 99
2024
Q1 		$802K Buy
11,964
+248
+2% +$15.9K 0.18% 104
2023
Q4 		$771K Buy
11,716
+967
+9% +$63.5K 0.19% 107
2023
Q3 		$692K Buy
10,749
+464
+5% +$28.9K 0.19% 110
2023
Q2 		$621K Buy
10,285
+219
+2% +$13.1K 0.16% 116
2023
Q1 		$579K Buy
+10,066
New +$592K 0.17% 118

Other funds holding SHEL

MF
Milford Funds Auckland $6.14B AUM
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
TNB
Thomasville National Bank Thomasville, Georgia $1.82B AUM
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Great Diamond Partners's SHEL Position: Q2 2026 in Review

Great Diamond Partners increased its Shell (SHEL) stake by 7.9% in Q2 2026, buying an estimated $100K and bringing the position to 15,842 shares worth $1.23M. The position accounts for 0.21% of the portfolio, ranked #110.

Great Diamond Partners first reported a position in SHEL in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.37M in Q1 2026. 676 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Great Diamond Partners held 15,842 shares of Shell worth $1.23M as of Q2 2026.
  • Great Diamond Partners bought 1,159 Shell shares in Q2 2026, an estimated $100K.
  • Shell made up 0.21% of Great Diamond Partners's portfolio in Q2 2026, its #110 holding.
  • Great Diamond Partners first reported a position in Shell in Q1 2023 and has held it in 14 quarters since.
  • Great Diamond Partners's Shell position peaked at $1.37M in Q1 2026.
  • 676 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Great Diamond Partners's 13F filing for Q2 2026, filed 17 Jul 2026.