Joel Isaacson & Co’s Shell SHEL Stock Holding History

Joel Isaacson & Co’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	$845K	Buy	10,893 +2	+0%	+$173	0.02%	223
2026 Q1	$1.01M	Sell	10,891 -201	-2%	-$16.2K	0.03%	189
2025 Q4	$815K	Buy	11,092 +3,372	+44%	+$248K	0.03%	214
2025 Q3	$552K	Buy	7,720 +2,723	+54%	+$196K	0.02%	260
2025 Q2	$352K	Hold	4,997	–	–	0.01%	303
2025 Q1	$366K	Sell	4,997 -30	-0.6%	-$2.02K	0.02%	283
2024 Q4	$315K	Hold	5,027	–	–	0.01%	292
2024 Q3	$332K	Hold	5,027	–	–	0.02%	277
2024 Q2	$363K	Buy	5,027 +210	+4%	+$15K	0.02%	250
2024 Q1	$323K	Buy	4,817 +1,345	+39%	+$86.2K	0.02%	267
2023 Q4	$228K	Hold	3,472	–	–	0.01%	284
2023 Q3	$224K	Hold	3,472	–	–	0.02%	282
2023 Q2	$210K	Buy	+3,472	New	+$208K	0.01%	301
2023 Q1	–	Sell	-3,772	Closed	-$215K	–	333
2022 Q4	$215K	Buy	+3,772	New	+$208K	0.02%	293

Other funds holding SHEL

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

WGI DM Boston, Massachusetts $1.16B AUM 2.51% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Milford Funds Auckland $6.14B AUM

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Joel Isaacson & Co's SHEL Position: Q2 2026 in Review

Joel Isaacson & Co increased its Shell (SHEL) stake by 0.02% in Q2 2026, buying an estimated $173 and bringing the position to 10,893 shares worth $845K. The position accounts for 0.02% of the portfolio, ranked #223.

Joel Isaacson & Co first reported a position in SHEL in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.01M in Q1 2026. 950 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Joel Isaacson & Co held 10,893 shares of Shell worth $845K as of Q2 2026.
Joel Isaacson & Co bought 2 Shell shares in Q2 2026, an estimated $173.
Shell made up 0.02% of Joel Isaacson & Co's portfolio in Q2 2026, its #223 holding.
Joel Isaacson & Co first reported a position in Shell in Q4 2022 and has held it in 14 quarters since.
Joel Isaacson & Co's Shell position peaked at $1.01M in Q1 2026.
950 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.