Vestmark Advisory Solutions’s Shell SHEL Stock Holding History

Vestmark Advisory Solutions’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	$10.6M	Sell	137,309 -30,699	-18%	-$2.65M	0.1%	219
2026 Q1	$15.6M	Buy	168,008 +48,460	+41%	+$3.92M	0.17%	129
2025 Q4	$8.78M	Buy	119,548 +90,980	+318%	+$6.7M	0.12%	178
2025 Q3	$2.04M	Sell	28,568 -23,145	-45%	-$1.67M	0.04%	404
2025 Q2	$3.64M	Buy	51,713 +8,180	+19%	+$548K	0.05%	267
2025 Q1	$3.19M	Buy	43,533 +19,957	+85%	+$1.34M	0.08%	269
2024 Q4	$1.48M	Buy	23,576 +2,523	+12%	+$165K	0.05%	292
2024 Q3	$1.39M	Sell	21,053 -210	-1%	-$14.9K	0.05%	271
2024 Q2	$1.53M	Buy	21,263 +2,576	+14%	+$184K	0.06%	272
2024 Q1	$1.25M	Buy	18,687 +909	+5%	+$58.2K	0.05%	292
2023 Q4	$1.17M	Buy	17,778 +611	+4%	+$40.1K	0.06%	273
2023 Q3	$1.11M	Sell	17,167 -25,398	-60%	-$1.58M	0.08%	234
2023 Q2	$2.57M	Buy	42,565 +3,838	+10%	+$230K	0.1%	274
2023 Q1	$2.23M	Sell	38,727 -149	-0.4%	-$8.77K	0.1%	279
2022 Q4	$2.21M	Sell	38,876 -2,801	-7%	-$154K	0.11%	263
2022 Q3	$2.07M	Buy	41,677 +22,129	+113%	+$1.14M	0.12%	249
2022 Q2	$1.02M	Buy	19,548 +5,602	+40%	+$315K	0.06%	359
2022 Q1	$766K	Buy	+13,946	New	+$740K	0.04%	426

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

Vestmark Advisory Solutions's SHEL Position: Q2 2026 in Review

Vestmark Advisory Solutions reduced its Shell (SHEL) stake by 18% in Q2 2026, selling an estimated $2.65M and leaving 137,309 shares worth $10.6M. The position accounts for 0.1% of the portfolio, ranked #219.

Vestmark Advisory Solutions first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $15.6M in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Vestmark Advisory Solutions held 137,309 shares of Shell worth $10.6M as of Q2 2026.
Vestmark Advisory Solutions sold 30,699 Shell shares in Q2 2026, an estimated $2.65M.
Shell made up 0.1% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #219 holding.
Vestmark Advisory Solutions first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
Vestmark Advisory Solutions's Shell position peaked at $15.6M in Q1 2026.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.