Norris Perne & French’s Shell SHEL Stock Holding History

Norris Perne & French’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	–	Sell	-2,342	Closed	-$218K	–	164
2026 Q1	$218K	Buy	+2,342	New	+$189K	0.01%	150

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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 Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Norris Perne & French's SHEL Position: Q2 2026 in Review

Norris Perne & French sold out of Shell (SHEL) in Q2 2026, closing a stake of 2,342 shares — an estimated $218K sold.

Norris Perne & French first reported a position in SHEL in Q1 2026 and held it in 1 quarter. The position peaked at $218K in Q1 2026. 1,527 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Norris Perne & French reported no remaining Shell position as of Q2 2026 after selling out during the quarter.
Norris Perne & French sold 2,342 Shell shares in Q2 2026, an estimated $218K.
Norris Perne & French first reported a position in Shell in Q1 2026 and held it in 1 quarter.
Norris Perne & French's Shell position peaked at $218K in Q1 2026.
1,527 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Norris Perne & French's 13F filing for Q2 2026, filed 21 Jul 2026.