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Matthew Hamilton Rosenberg’s Shell SHEL Stock Holding History

Matthew Hamilton Rosenberg’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 		$746K Buy
9,618
+608
+7% +$52.5K 0.14% 73
2026
Q1 		$838K Sell
9,010
-60
-0.7% -$4.85K 0.17% 61
2025
Q4 		$666K Buy
9,070
+44
+0.5% +$3.24K 0.14% 67
2025
Q3 		$646K Hold
9,026
– – 0.14% 68
2025
Q2 		$635K Buy
9,026
+112
+1% +$7.51K 0.15% 64
2025
Q1 		$653K Sell
8,914
-853
-9% -$57.5K 0.16% 62
2024
Q4 		$612K Sell
9,767
-130
-1% -$8.52K 0.16% 64
2024
Q3 		$653K Hold
9,897
– – 0.17% 62
2024
Q2 		$721K Sell
9,897
-27
-0.3% -$1.93K 0.21% 50
2024
Q1 		$674K Buy
9,924
+112
+1% +$7.18K 0.19% 56
2023
Q4 		$646K Buy
9,812
+43
+0.4% +$2.82K 0.2% 55
2023
Q3 		$629K Sell
9,769
-117
-1% -$7.28K 0.21% 50
2023
Q2 		$597K Buy
9,886
+2
+0% +$120 0.2% 55
2023
Q1 		$569K Buy
9,884
+1
+0% +$59 0.18% 66
2022
Q4 		$563K Buy
9,883
+2
+0% +$110 0.19% 62
2022
Q3 		$492K Buy
9,881
+128
+1% +$6.6K 0.19% 66
2022
Q2 		$506K Buy
9,753
+2
+0% +$112 0.19% 66
2022
Q1 		$536K Buy
+9,751
New +$518K 0.19% 65

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

Matthew Hamilton Rosenberg's SHEL Position: Q2 2026 in Review

Matthew Hamilton Rosenberg increased its Shell (SHEL) stake by 6.7% in Q2 2026, buying an estimated $52.5K and bringing the position to 9,618 shares worth $746K. The position accounts for 0.14% of the portfolio, ranked #73.

Matthew Hamilton Rosenberg first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $838K in Q1 2026. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Matthew Hamilton Rosenberg held 9,618 shares of Shell worth $746K as of Q2 2026.
  • Matthew Hamilton Rosenberg bought 608 Shell shares in Q2 2026, an estimated $52.5K.
  • Shell made up 0.14% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #73 holding.
  • Matthew Hamilton Rosenberg first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
  • Matthew Hamilton Rosenberg's Shell position peaked at $838K in Q1 2026.
  • 1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.