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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
Q2 		$314K Sell
4,046
-3,842
-49% -$332K ﹤0.01% 939
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 $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
T. Rowe Price Associates
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
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Horizon Investments's SHEL Position: Q2 2026 in Review

Horizon Investments reduced its Shell (SHEL) stake by 49% in Q2 2026, selling an estimated $332K and leaving 4,046 shares worth $314K. The position accounts for ﹤0.01% of the portfolio, ranked #939.

Horizon Investments first reported a position in SHEL in Q4 2023 and has held it in 11 quarters since. The position peaked at $779K in Q1 2025. 1,532 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Horizon Investments held 4,046 shares of Shell worth $314K as of Q2 2026.
  • Horizon Investments sold 3,842 Shell shares in Q2 2026, an estimated $332K.
  • Shell made up ﹤0.01% of Horizon Investments's portfolio in Q2 2026, its #939 holding.
  • Horizon Investments first reported a position in Shell in Q4 2023 and has held it in 11 quarters since.
  • Horizon Investments's Shell position peaked at $779K in Q1 2025.
  • 1,532 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Horizon Investments's 13F filing for Q2 2026, filed 13 Aug 2026.