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Vise Technologies’s Shell SHEL Stock Holding History

Vise Technologies’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 		$4.02M Sell
51,785
-1,460
-3% -$126K 0.05% 330
2026
Q1 		$3.91M Hold
53,245
– – 0.08% 212
2025
Q4 		$3.91M Buy
53,245
+16,445
+45% +$1.21M 0.08% 213
2025
Q3 		$2.63M Buy
36,800
+497
+1% +$35.8K 0.1% 197
2025
Q2 		$2.56M Buy
+36,303
New +$2.43M 0.11% 205
2024
Q4 		$1.59M Buy
25,362
+946
+4% +$62K 0.13% 166
2024
Q3 		$1.61M Buy
24,416
+1,710
+8% +$121K 0.2% 103
2024
Q2 		$1.64M Buy
22,706
+3,287
+17% +$235K 0.29% 78
2024
Q1 		$1.3M Buy
19,419
+919
+5% +$58.9K 0.26% 87
2023
Q4 		$1.22M Buy
18,500
+1,024
+6% +$67.2K 0.26% 91
2023
Q3 		$1.13M Sell
17,476
-1,067
-6% -$66.4K 0.28% 90
2023
Q2 		$1.12M Buy
18,543
+843
+5% +$50.6K 0.27% 87
2023
Q1 		$1.02M Buy
17,700
+1,021
+6% +$60.1K 0.27% 85
2022
Q4 		$950K Buy
16,679
+2,051
+14% +$113K 0.3% 79
2022
Q3 		$728K Buy
14,628
+2,515
+21% +$130K 0.27% 80
2022
Q2 		$633K Buy
12,113
+4,744
+64% +$267K 0.25% 100
2022
Q1 		$405K Buy
+7,369
New +$391K 0.15% 141

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
T. Rowe Price Associates
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
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Vise Technologies's SHEL Position: Q2 2026 in Review

Vise Technologies reduced its Shell (SHEL) stake by 2.7% in Q2 2026, selling an estimated $126K and leaving 51,785 shares worth $4.02M. The position accounts for 0.05% of the portfolio, ranked #330.

Vise Technologies first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. 1,532 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Vise Technologies held 51,785 shares of Shell worth $4.02M as of Q2 2026.
  • Vise Technologies sold 1,460 Shell shares in Q2 2026, an estimated $126K.
  • Shell made up 0.05% of Vise Technologies's portfolio in Q2 2026, its #330 holding.
  • Vise Technologies first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
  • 1,532 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.