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Tacita Capital’s Shell SHEL Stock Holding History

Tacita 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
Q1 		$70K Hold
753
– – 0.04% 124
2025
Q4 		$55.3K Hold
753
– – 0.03% 139
2025
Q3 		$53.9K Hold
753
– – 0.03% 137
2025
Q2 		$53K Buy
753
+430
+133% +$28.8K 0.03% 134
2025
Q1 		$23.7K Hold
323
– – 0.02% 169
2024
Q4 		$20.2K Hold
323
– – 0.01% 170
2024
Q3 		$21.3K Hold
323
– – 0.01% 165
2024
Q2 		$23.3K Hold
323
– – 0.02% 172
2024
Q1 		$21.7K Hold
323
– – 0.02% 174
2023
Q4 		$21.3K Buy
+323
New +$21.2K 0.02% 174

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Tacita Capital's SHEL Position: Q1 2026 in Review

Tacita Capital held its Shell (SHEL) position steady in Q1 2026 at 753 shares worth $70K. The position accounts for 0.04% of the portfolio, ranked #124.

Tacita Capital first reported a position in SHEL in Q4 2023 and has held it in 10 quarters since. 1,584 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Tacita Capital held 753 shares of Shell worth $70K as of Q1 2026.
  • Tacita Capital left its Shell share count unchanged in Q1 2026.
  • Shell made up 0.04% of Tacita Capital's portfolio in Q1 2026, its #124 holding.
  • Tacita Capital first reported a position in Shell in Q4 2023 and has held it in 10 quarters since.
  • 1,584 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Tacita Capital's 13F filing for Q1 2026, filed 7 May 2026.