Sapient Capital’s Shell SHEL Stock Holding History

Sapient Capital’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	$16.3M	Sell	210,264 -2,689	-1%	-$232K	0.21%	60
2026 Q1	$19.8M	Sell	212,953 -19,507	-8%	-$1.58M	0.3%	50
2025 Q4	$17.2M	Sell	232,460 -2,501	-1%	-$184K	0.24%	66
2025 Q3	$17M	Sell	234,961 -7,825	-3%	-$563K	0.26%	65
2025 Q2	$17.1M	Sell	242,786 -1,992	-0.8%	-$134K	0.31%	58
2025 Q1	$17.9M	Sell	244,778 -67	-0%	-$4.51K	0.35%	59
2024 Q4	$15.3M	Buy	244,845 +20,332	+9%	+$1.33M	0.29%	64
2024 Q3	$14.8M	Sell	224,513 -363	-0.2%	-$25.7K	0.3%	66
2024 Q2	$16.2M	Sell	224,876 -1,673	-0.7%	-$120K	0.34%	57
2024 Q1	$15.2M	Sell	226,549 -311,747	-58%	-$20M	0.34%	62
2023 Q4	$35.4M	Buy	+538,296	New	+$35.3M	0.91%	25

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

Sapient Capital's SHEL Position: Q2 2026 in Review

Sapient Capital reduced its Shell (SHEL) stake by 1.3% in Q2 2026, selling an estimated $232K and leaving 210,264 shares worth $16.3M. The position accounts for 0.21% of the portfolio, ranked #60.

Sapient Capital first reported a position in SHEL in Q4 2023 and has held it in 11 quarters since. The position peaked at $35.4M in Q4 2023. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Sapient Capital held 210,264 shares of Shell worth $16.3M as of Q2 2026.
Sapient Capital sold 2,689 Shell shares in Q2 2026, an estimated $232K.
Shell made up 0.21% of Sapient Capital's portfolio in Q2 2026, its #60 holding.
Sapient Capital first reported a position in Shell in Q4 2023 and has held it in 11 quarters since.
Sapient Capital's Shell position peaked at $35.4M in Q4 2023.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Sapient Capital's 13F filing for Q2 2026, filed 9 Jul 2026.