Kayne Anderson Rudnick Investment Management
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Kayne Anderson Rudnick Investment Management’s Shell SHEL Stock Holding History

Kayne Anderson Rudnick Investment Management’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 		$559K Buy
7,210
+98
+1% +$8.46K ﹤0.01% 475
2026
Q1 		$661K Sell
7,112
-432
-6% -$34.9K ﹤0.01% 414
2025
Q4 		$554K Sell
7,544
-757
-9% -$55.8K ﹤0.01% 441
2025
Q3 		$594K Buy
8,301
+243
+3% +$17.5K ﹤0.01% 428
2025
Q2 		$567K Sell
8,058
-1,051
-12% -$70.4K ﹤0.01% 423
2025
Q1 		$668K Sell
9,109
-385
-4% -$25.9K ﹤0.01% 406
2024
Q4 		$595K Sell
9,494
-308
-3% -$20.2K ﹤0.01% 404
2024
Q3 		$646K Sell
9,802
-228
-2% -$16.1K ﹤0.01% 402
2024
Q2 		$724K Sell
10,030
-236
-2% -$16.9K ﹤0.01% 408
2024
Q1 		$688K Sell
10,266
-493
-5% -$31.6K ﹤0.01% 393
2023
Q4 		$708K Sell
10,759
-160
-1% -$10.5K ﹤0.01% 383
2023
Q3 		$703K Buy
10,919
+111
+1% +$6.91K ﹤0.01% 386
2023
Q2 		$653K Buy
10,808
+529
+5% +$31.7K ﹤0.01% 387
2023
Q1 		$591K Sell
10,279
-127
-1% -$7.47K ﹤0.01% 377
2022
Q4 		$593K Sell
10,406
-3,941
-27% -$217K ﹤0.01% 383
2022
Q3 		$714K Buy
14,347
+34
+0.2% +$1.75K ﹤0.01% 357
2022
Q2 		$748K Sell
14,313
-232
-2% -$13K ﹤0.01% 358
2022
Q1 		$799K Buy
+14,545
New +$772K ﹤0.01% 348

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

Kayne Anderson Rudnick Investment Management's SHEL Position: Q2 2026 in Review

Kayne Anderson Rudnick Investment Management increased its Shell (SHEL) stake by 1.4% in Q2 2026, buying an estimated $8.46K and bringing the position to 7,210 shares worth $559K. The position accounts for ﹤0.01% of the portfolio, ranked #475.

Kayne Anderson Rudnick Investment Management first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $799K in Q1 2022. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Kayne Anderson Rudnick Investment Management held 7,210 shares of Shell worth $559K as of Q2 2026.
  • Kayne Anderson Rudnick Investment Management bought 98 Shell shares in Q2 2026, an estimated $8.46K.
  • Shell made up ﹤0.01% of Kayne Anderson Rudnick Investment Management's portfolio in Q2 2026, its #475 holding.
  • Kayne Anderson Rudnick Investment Management first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
  • Kayne Anderson Rudnick Investment Management's Shell position peaked at $799K in Q1 2022.
  • 1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.