Wellington-Altus USA’s Shell SHEL Stock Holding History

Wellington-Altus USA’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	$7.25K	Hold	78	–	–	0.01%	593
2026 Q1	$6.05K	Hold	78	–	–	﹤0.01%	629
2025 Q4	$5.73K	Buy	+78	New	+$5.75K	﹤0.01%	612

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

Wellington-Altus USA's SHEL Position: Q2 2026 in Review

Wellington-Altus USA held its Shell (SHEL) position steady in Q2 2026 at 78 shares worth $7.25K. The position accounts for 0.01% of the portfolio, ranked #593.

Wellington-Altus USA first reported a position in SHEL in Q4 2025 and has held it in 3 quarters since. 1,532 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Wellington-Altus USA held 78 shares of Shell worth $7.25K as of Q2 2026.
Wellington-Altus USA left its Shell share count unchanged in Q2 2026.
Shell made up 0.01% of Wellington-Altus USA's portfolio in Q2 2026, its #593 holding.
Wellington-Altus USA first reported a position in Shell in Q4 2025 and has held it in 3 quarters since.
1,532 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.