Hara Capital’s Shell SHEL Stock Holding History

Hara Capital’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 Q3	$373K	Sell	3,920 -250	-6%	-$22.6K	0.18%	106
2026 Q2	$323K	Hold	4,170	–	–	0.17%	107
2026 Q1	$388K	Hold	4,170	–	–	0.19%	101
2025 Q4	$306K	Hold	4,170	–	–	0.17%	107
2025 Q3	$298K	Sell	4,170 -120	-3%	-$8.64K	0.18%	99
2025 Q2	$302K	Sell	4,290 -135	-3%	-$9.05K	0.19%	104
2025 Q1	$324K	Sell	4,425 -230	-5%	-$15.5K	0.22%	100
2024 Q4	$292K	Hold	4,655	–	–	0.18%	107
2024 Q3	$307K	Sell	4,655 -2,000	-30%	-$142K	0.19%	99
2024 Q2	$480K	Hold	6,655	–	–	0.31%	82
2024 Q1	$446K	Buy	6,655 +2,000	+43%	+$128K	0.27%	88
2023 Q4	$306K	Buy	+4,655	New	+$305K	0.22%	95

Other funds holding SHEL

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return

Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return

Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Hara Capital's SHEL Position: Q3 2026 in Review

Hara Capital reduced its Shell (SHEL) stake by 6% in Q3 2026, selling an estimated $22.6K and leaving 3,920 shares worth $373K. The position accounts for 0.18% of the portfolio, ranked #106.

Hara Capital first reported a position in SHEL in Q4 2023 and has held it in 12 quarters since. The position peaked at $480K in Q2 2024. 966 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

Hara Capital held 3,920 shares of Shell worth $373K as of Q3 2026.
Hara Capital sold 250 Shell shares in Q3 2026, an estimated $22.6K.
Shell made up 0.18% of Hara Capital's portfolio in Q3 2026, its #106 holding.
Hara Capital first reported a position in Shell in Q4 2023 and has held it in 12 quarters since.
Hara Capital's Shell position peaked at $480K in Q2 2024.
966 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on Hara Capital's 13F filing for Q3 2026, filed 30 Oct 2026.