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Kornitzer Capital Management’s Shell SHEL Stock Holding History

Kornitzer Capital 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
Q1 		$38.9M Buy
417,809
+1,532
+0.4% +$124K 0.84% 30
2025
Q4 		$30.6M Buy
416,277
+21,921
+6% +$1.61M 0.64% 35
2025
Q3 		$28.2M Sell
394,356
-5,585
-1% -$402K 0.57% 41
2025
Q2 		$28.2M Sell
399,941
-43,886
-10% -$2.94M 0.57% 40
2025
Q1 		$32.5M Buy
443,827
+1,464
+0.3% +$98.6K 0.67% 33
2024
Q4 		$27.7M Sell
442,363
-23,804
-5% -$1.56M 0.54% 40
2024
Q3 		$30.7M Sell
466,167
-10,576
-2% -$749K 0.57% 40
2024
Q2 		$34.4M Sell
476,743
-4,983
-1% -$356K 0.65% 30
2024
Q1 		$32.3M Buy
481,726
+79,226
+20% +$5.08M 0.59% 36
2023
Q4 		$26.5M Buy
402,500
+1,432
+0.4% +$94K 0.52% 43
2023
Q3 		$25.8M Buy
401,068
+65
+0% +$4.05K 0.53% 40
2023
Q2 		$24.2M Buy
401,003
+10,082
+3% +$605K 0.48% 44
2023
Q1 		$22.5M Sell
390,921
-3,418
-0.9% -$201K 0.45% 50
2022
Q4 		$22.5M Sell
394,339
-4,355
-1% -$240K 0.45% 49
2022
Q3 		$19.8M Buy
398,694
+20,670
+5% +$1.07M 0.43% 61
2022
Q2 		$19.8M Sell
378,024
-4,490
-1% -$252K 0.4% 70
2022
Q1 		$21M Buy
+382,514
New +$20.3M 0.35% 92

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

Kornitzer Capital Management's SHEL Position: Q1 2026 in Review

Kornitzer Capital Management increased its Shell (SHEL) stake by 0.37% in Q1 2026, buying an estimated $124K and bringing the position to 417,809 shares worth $38.9M. The position accounts for 0.84% of the portfolio, ranked #30.

Kornitzer Capital Management first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. 1,587 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Kornitzer Capital Management held 417,809 shares of Shell worth $38.9M as of Q1 2026.
  • Kornitzer Capital Management bought 1,532 Shell shares in Q1 2026, an estimated $124K.
  • Shell made up 0.84% of Kornitzer Capital Management's portfolio in Q1 2026, its #30 holding.
  • Kornitzer Capital Management first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
  • 1,587 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Kornitzer Capital Management's 13F filing for Q1 2026, filed 30 Apr 2026.