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Vident Advisory’s Shell SHEL Stock Holding History

Vident Advisory’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 		$5.91M Buy
63,597
+5,843
+10% +$472K 0.05% 313
2025
Q4 		$4.24M Sell
57,754
-3,723
-6% -$274K 0.04% 380
2025
Q3 		$4.4M Buy
61,477
+4,637
+8% +$334K 0.04% 341
2025
Q2 		$4M Sell
56,840
-1,555
-3% -$104K 0.04% 325
2025
Q1 		$4.28M Buy
58,395
+11,000
+23% +$741K 0.06% 271
2024
Q4 		$2.97M Sell
47,395
-2,902
-6% -$190K 0.05% 321
2024
Q3 		$3.32M Buy
50,297
+10,391
+26% +$736K 0.08% 250
2024
Q2 		$2.88M Buy
39,906
+20,881
+110% +$1.49M 0.08% 267
2024
Q1 		$1.28M Sell
19,025
-7,454
-28% -$478K 0.03% 505
2023
Q4 		$1.74M Buy
26,479
+2,602
+11% +$171K 0.04% 407
2023
Q3 		$1.54M Buy
+23,877
New +$1.49M 0.05% 385

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

Vident Advisory's SHEL Position: Q1 2026 in Review

Vident Advisory increased its Shell (SHEL) stake by 10% in Q1 2026, buying an estimated $472K and bringing the position to 63,597 shares worth $5.91M. The position accounts for 0.05% of the portfolio, ranked #313.

Vident Advisory first reported a position in SHEL in Q3 2023 and has held it in 11 quarters since. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Vident Advisory held 63,597 shares of Shell worth $5.91M as of Q1 2026.
  • Vident Advisory bought 5,843 Shell shares in Q1 2026, an estimated $472K.
  • Shell made up 0.05% of Vident Advisory's portfolio in Q1 2026, its #313 holding.
  • Vident Advisory first reported a position in Shell in Q3 2023 and has held it in 11 quarters since.
  • 1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Vident Advisory's 13F filing for Q1 2026, filed 15 May 2026.