Yarbrough Capital’s Shell SHEL Stock Holding History

Yarbrough 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	–	Sell	-57,590	Closed	-$4.23M	–	137
2025 Q4	$4.23M	Hold	57,590	–	–	0.13%	60
2025 Q3	$4.12M	Hold	57,590	–	–	0.13%	66
2025 Q2	$4.05M	Hold	57,590	–	–	0.14%	58
2025 Q1	$4.22M	Hold	57,590	–	–	0.18%	53
2024 Q4	$3.61M	Hold	57,590	–	–	0.14%	59
2024 Q3	$3.8M	Hold	57,590	–	–	0.15%	58
2024 Q2	$4.16M	Hold	57,590	–	–	0.17%	50
2024 Q1	$3.86M	Hold	57,590	–	–	0.17%	56
2023 Q4	$3.79M	Hold	57,590	–	–	0.2%	57
2023 Q3	$3.71M	Hold	57,590	–	–	0.22%	56
2023 Q2	$3.48M	Hold	57,590	–	–	0.2%	62
2023 Q1	$3.31M	Hold	57,590	–	–	0.27%	60
2022 Q4	$3.28M	Hold	57,590	–	–	0.26%	56
2022 Q3	$2.87M	Hold	57,590	–	–	0.23%	58
2022 Q2	$3.01M	Sell	57,590 -14	-0%	-$787	0.23%	59
2022 Q1	$3.16M	Buy	+57,604	New	+$3.06M	0.18%	61

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Yarbrough Capital's SHEL Position: Q1 2026 in Review

Yarbrough Capital sold out of Shell (SHEL) in Q1 2026, closing a stake of 57,590 shares — an estimated $4.23M sold.

Yarbrough Capital first reported a position in SHEL in Q1 2022 and held it in 16 quarters. The position peaked at $4.23M in Q4 2025. 1,587 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

Yarbrough Capital reported no remaining Shell position as of Q1 2026 after selling out during the quarter.
Yarbrough Capital sold 57,590 Shell shares in Q1 2026, an estimated $4.23M.
Yarbrough Capital first reported a position in Shell in Q1 2022 and held it in 16 quarters.
Yarbrough Capital's Shell position peaked at $4.23M in Q4 2025.
1,587 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Yarbrough Capital's 13F filing for Q1 2026, filed 14 Apr 2026.