Rathbones Group’s Shell SHEL Stock Holding History

Rathbones Group’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	$2.67M	Sell	34,448 -157	-0.5%	-$13.6K	0.01%	279
2026 Q1	$3.22M	Buy	34,605 +2,697	+8%	+$218K	0.01%	253
2025 Q4	$2.34M	Sell	31,908 -987	-3%	-$72.7K	0.01%	288
2025 Q3	$2.35M	Sell	32,895 -270	-0.8%	-$19.4K	0.01%	280
2025 Q2	$2.34M	Sell	33,165 -1,504	-4%	-$101K	0.01%	275
2025 Q1	$2.53M	Sell	34,669 -96,220	-74%	-$6.48M	0.01%	259
2024 Q4	$8.13M	Buy	130,889 +91,411	+232%	+$5.99M	0.04%	166
2024 Q3	$2.58M	Sell	39,478 -2,913	-7%	-$206K	0.01%	252
2024 Q2	$3.05M	Sell	42,391 -1,377	-3%	-$98.4K	0.02%	230
2024 Q1	$2.93M	Sell	43,768 -517	-1%	-$33.1K	0.02%	227
2023 Q4	$2.91M	Sell	44,285 -3,624	-8%	-$238K	0.02%	219
2023 Q3	$3.06M	Buy	47,909 +31,209	+187%	+$1.94M	0.02%	217
2023 Q2	$1.01M	Hold	16,700	–	–	0.01%	245
2023 Q1	$961K	Hold	16,700	–	–	0.01%	253
2022 Q4	$951K	Hold	16,700	–	–	0.01%	253
2022 Q3	$831K	Sell	16,700 -7,595	-31%	-$391K	0.01%	252
2022 Q2	$1.27M	Hold	24,295	–	–	0.01%	234
2022 Q1	$1.33M	Buy	+24,295	New	+$1.29M	0.01%	231

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

Rathbones Group's SHEL Position: Q2 2026 in Review

Rathbones Group reduced its Shell (SHEL) stake by 0.45% in Q2 2026, selling an estimated $13.6K and leaving 34,448 shares worth $2.67M. The position accounts for 0.01% of the portfolio, ranked #279.

Rathbones Group first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $8.13M in Q4 2024. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Rathbones Group held 34,448 shares of Shell worth $2.67M as of Q2 2026.
Rathbones Group sold 157 Shell shares in Q2 2026, an estimated $13.6K.
Shell made up 0.01% of Rathbones Group's portfolio in Q2 2026, its #279 holding.
Rathbones Group first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
Rathbones Group's Shell position peaked at $8.13M in Q4 2024.
1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Rathbones Group's 13F filing for Q2 2026, filed 23 Jul 2026.