HI
SHEL icon

Horizon Investments’s Shell SHEL Stock Holding History

Horizon Investments’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 		$734K Buy
7,888
+4,185
+113% +$338K 0.01% 752
2025
Q4 		$272K Buy
3,703
+182
+5% +$13.4K ﹤0.01% 920
2025
Q3 		$252K Buy
3,521
+211
+6% +$15.2K ﹤0.01% 898
2025
Q2 		$233K Sell
3,310
-7,315
-69% -$490K ﹤0.01% 880
2025
Q1 		$779K Sell
10,625
-204
-2% -$13.7K 0.02% 307
2024
Q4 		$678K Buy
10,829
+226
+2% +$14.8K 0.02% 319
2024
Q3 		$699K Sell
10,603
-74
-0.7% -$5.24K 0.02% 309
2024
Q2 		$771K Sell
10,677
-160
-1% -$11.4K 0.02% 294
2024
Q1 		$727K Buy
10,837
+10,811
+41,581% +$693K 0.02% 299
2023
Q4 		$1.71K Buy
+26
New +$1.71K ﹤0.01% 654

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Horizon Investments's SHEL Position: Q1 2026 in Review

Horizon Investments increased its Shell (SHEL) stake by 113% in Q1 2026, buying an estimated $338K and bringing the position to 7,888 shares worth $734K. The position accounts for 0.01% of the portfolio, ranked #752.

Horizon Investments first reported a position in SHEL in Q4 2023 and has held it in 10 quarters since. The position peaked at $779K in Q1 2025. 1,584 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Horizon Investments held 7,888 shares of Shell worth $734K as of Q1 2026.
  • Horizon Investments bought 4,185 Shell shares in Q1 2026, an estimated $338K.
  • Shell made up 0.01% of Horizon Investments's portfolio in Q1 2026, its #752 holding.
  • Horizon Investments first reported a position in Shell in Q4 2023 and has held it in 10 quarters since.
  • Horizon Investments's Shell position peaked at $779K in Q1 2025.
  • 1,584 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Horizon Investments's 13F filing for Q1 2026, filed 15 May 2026.