Morgan Stanley
SHEL icon

Morgan Stanley’s Shell SHEL Stock Holding History

Morgan Stanley’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 		$836M Buy
10,779,129
+1,105,213
+11% +$95.4M 0.04% 378
2026
Q1 		$900M Buy
9,673,916
+124,893
+1% +$10.1M 0.05% 323
2025
Q4 		$702M Buy
9,549,023
+53,016
+0.6% +$3.91M 0.04% 405
2025
Q3 		$679M Sell
9,496,007
-294,659
-3% -$21.2M 0.04% 424
2025
Q2 		$689M Sell
9,790,666
-465,522
-5% -$31.2M 0.04% 392
2025
Q1 		$752M Buy
10,256,188
+67,598
+0.7% +$4.55M 0.05% 335
2024
Q4 		$638M Sell
10,188,590
-1,246,475
-11% -$81.7M 0.04% 395
2024
Q3 		$754M Buy
11,435,065
+295,877
+3% +$21M 0.05% 330
2024
Q2 		$804M Buy
11,139,188
+1,148,827
+11% +$82.1M 0.06% 276
2024
Q1 		$670M Sell
9,990,361
-7,880,051
-44% -$505M 0.05% 327
2023
Q4 		$1.18B Buy
17,870,412
+8,514,221
+91% +$559M 0.05% 338
2023
Q3 		$602M Buy
9,356,191
+384,967
+4% +$24M 0.06% 297
2023
Q2 		$542M Sell
8,971,224
-150,008
-2% -$9M 0.05% 340
2023
Q1 		$525M Sell
9,121,232
-383,791
-4% -$22.6M 0.06% 331
2022
Q4 		$541M Buy
9,505,023
+701,043
+8% +$38.6M 0.06% 316
2022
Q3 		$438M Sell
8,803,980
-521,489
-6% -$26.9M 0.06% 305
2022
Q2 		$488M Buy
9,325,469
+4,563,123
+96% +$256M 0.06% 300
2022
Q1 		$262M Buy
+4,762,346
New +$253M 0.04% 441

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
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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley's SHEL Position: Q2 2026 in Review

Morgan Stanley increased its Shell (SHEL) stake by 11% in Q2 2026, buying an estimated $95.4M and bringing the position to 10,779,129 shares worth $836M. The position accounts for 0.04% of the portfolio, ranked #378.

Morgan Stanley first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.18B in Q4 2023. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Morgan Stanley held 10,779,129 shares of Shell worth $836M as of Q2 2026.
  • Morgan Stanley bought 1,105,213 Shell shares in Q2 2026, an estimated $95.4M.
  • Shell made up 0.04% of Morgan Stanley's portfolio in Q2 2026, its #378 holding.
  • Morgan Stanley first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
  • Morgan Stanley's Shell position peaked at $1.18B in Q4 2023.
  • 1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.