Segall Bryant & Hamill’s Shell SHEL Stock Holding History

Segall Bryant & Hamill’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	$2.37M	Hold	30,526	–	–	0.03%	432
2026 Q1	$2.84M	Hold	30,526	–	–	0.04%	373
2025 Q4	$2.24M	Hold	30,526	–	–	0.03%	416
2025 Q3	$2.18M	Sell	30,526 -27,000	-47%	-$1.94M	0.03%	420
2025 Q2	$4.05M	Sell	57,526 -4,500	-7%	-$302K	0.06%	340
2025 Q1	$4.55M	Sell	62,026 -168	-0.3%	-$11.3K	0.07%	321
2024 Q4	$3.9M	Sell	62,194 -9,000	-13%	-$590K	0.05%	368
2024 Q3	$4.7M	Buy	+71,194	New	+$5.04M	0.06%	343
2023 Q4	–	Sell	-12,746	Closed	-$821K	–	464
2023 Q3	$821K	Sell	12,746 -507	-4%	-$31.6K	0.01%	455
2023 Q2	$800K	Buy	13,253 +427	+3%	+$25.6K	0.01%	514
2023 Q1	$738K	Buy	12,826 +1,802	+16%	+$106K	0.01%	522
2022 Q4	$627K	Sell	11,024 -599	-5%	-$33K	0.01%	541
2022 Q3	$579K	Buy	11,623 +688	+6%	+$35.5K	0.01%	558
2022 Q2	$572K	Buy	10,935 +51	+0.5%	+$2.87K	0.01%	562
2022 Q1	$597K	Buy	+10,884	New	+$578K	0.01%	580

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

Segall Bryant & Hamill's SHEL Position: Q2 2026 in Review

Segall Bryant & Hamill held its Shell (SHEL) position steady in Q2 2026 at 30,526 shares worth $2.37M. The position accounts for 0.03% of the portfolio, ranked #432.

Segall Bryant & Hamill first reported a position in SHEL in Q1 2022 and has held it in 15 quarters since. The position peaked at $4.7M in Q3 2024. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Segall Bryant & Hamill held 30,526 shares of Shell worth $2.37M as of Q2 2026.
Segall Bryant & Hamill left its Shell share count unchanged in Q2 2026.
Shell made up 0.03% of Segall Bryant & Hamill's portfolio in Q2 2026, its #432 holding.
Segall Bryant & Hamill first reported a position in Shell in Q1 2022 and has held it in 15 quarters since.
Segall Bryant & Hamill's Shell position peaked at $4.7M in Q3 2024.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Segall Bryant & Hamill's 13F filing for Q2 2026, filed 12 Aug 2026.