Lido Advisors’s Shell SHEL Stock Holding History

Lido Advisors’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	$233K	Buy	2,500 +500	+25%	+$40.4K	﹤0.01%	1704
2025 Q4	$147K	Hold	2,000	–	–	﹤0.01%	1811
2025 Q3	$143K	Hold	2,000	–	–	﹤0.01%	1726
2025 Q2	$141K	Buy	+2,000	New	+$134K	﹤0.01%	1562

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Lido Advisors's SHEL Position: Q1 2026 in Review

Lido Advisors increased its Shell (SHEL) stake by 5.9% in Q1 2026, buying an estimated $198K and bringing the position to 44,274 shares worth $4.12M. The position accounts for 0.01% of the portfolio, ranked #496.

Lido Advisors first reported a position in SHEL in Q2 2022 and has held it in 16 quarters since. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

Lido Advisors held 44,274 shares of Shell worth $4.12M as of Q1 2026.
Lido Advisors bought 2,447 Shell shares in Q1 2026, an estimated $198K.
Shell made up 0.01% of Lido Advisors's portfolio in Q1 2026, its #496 holding.
Lido Advisors first reported a position in Shell in Q2 2022 and has held it in 16 quarters since.
1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.