Sumitomo Mitsui Trust Group
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Sumitomo Mitsui Trust Group’s Shell SHEL Stock Holding History

Sumitomo Mitsui Trust 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
Q3 		$8.48M Sell
89,265
-3,164
-3% -$285K ﹤0.01% 663
2026
Q2 		$7.17M Sell
92,429
-2,012
-2% -$174K ﹤0.01% 694
2026
Q1 		$8.78M Buy
94,441
+22,108
+31% +$1.79M 0.01% 681
2025
Q4 		$5.32M Sell
72,333
-3,019
-4% -$222K ﹤0.01% 727
2025
Q3 		$5.39M Sell
75,352
-896
-1% -$64.5K ﹤0.01% 725
2025
Q2 		$5.37M Sell
76,248
-8,576
-10% -$575K ﹤0.01% 712
2025
Q1 		$6.22M Sell
84,824
-89
-0.1% -$6K ﹤0.01% 717
2024
Q4 		$5.32M Sell
84,913
-4,683
-5% -$307K ﹤0.01% 742
2024
Q3 		$5.91M Sell
89,596
-13,213
-13% -$936K ﹤0.01% 747
2024
Q2 		$7.42M Sell
102,809
-27,030
-21% -$1.93M 0.01% 728
2024
Q1 		$8.7M Sell
129,839
-8,499
-6% -$545K 0.01% 783
2023
Q4 		$9.1M Sell
138,338
-5,664
-4% -$372K 0.01% 776
2023
Q3 		$9.27M Sell
144,002
-17,203
-11% -$1.07M 0.01% 789
2023
Q2 		$9.7M Sell
161,205
-4,565
-3% -$274K 0.01% 791
2023
Q1 		$9.5M Sell
165,770
-5,911
-3% -$348K 0.01% 790
2022
Q4 		$9.8M Sell
171,681
-12,259
-7% -$676K 0.01% 784
2022
Q3 		$9.15M Sell
183,940
-31,924
-15% -$1.65M 0.01% 790
2022
Q2 		$11.3M Buy
+215,864
New +$12.1M 0.01% 793

Other funds holding SHEL

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
Equity Investment Corp
Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Sumitomo Mitsui Trust Group's SHEL Position: Q3 2026 in Review

Sumitomo Mitsui Trust Group reduced its Shell (SHEL) stake by 3.4% in Q3 2026, selling an estimated $285K and leaving 89,265 shares worth $8.48M. The position accounts for ﹤0.01% of the portfolio, ranked #663.

Sumitomo Mitsui Trust Group first reported a position in SHEL in Q2 2022 and has held it in 18 quarters since. The position peaked at $11.3M in Q2 2022. 1,030 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

  • Sumitomo Mitsui Trust Group held 89,265 shares of Shell worth $8.48M as of Q3 2026.
  • Sumitomo Mitsui Trust Group sold 3,164 Shell shares in Q3 2026, an estimated $285K.
  • Shell made up ﹤0.01% of Sumitomo Mitsui Trust Group's portfolio in Q3 2026, its #663 holding.
  • Sumitomo Mitsui Trust Group first reported a position in Shell in Q2 2022 and has held it in 18 quarters since.
  • Sumitomo Mitsui Trust Group's Shell position peaked at $11.3M in Q2 2022.
  • 1,030 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q3 2026, filed 29 Oct 2026.