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SHEL icon

Bollard Group’s Shell SHEL Stock Holding History

Bollard Group’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 		$2.62M Sell
33,832
-440
-1% -$38K 0.08% 76
2026
Q1 		$3.19M Buy
34,272
+3,028
+10% +$245K 0.09% 74
2025
Q4 		$2.3M Buy
31,244
+6,120
+24% +$451K 0.06% 80
2025
Q3 		$1.8M Buy
25,124
+805
+3% +$58K 0.04% 94
2025
Q2 		$1.71M Buy
24,319
+1,310
+6% +$87.8K 0.04% 96
2025
Q1 		$1.69M Buy
23,009
+264
+1% +$17.8K 0.04% 93
2024
Q4 		$1.43M Sell
22,745
-249
-1% -$16.3K 0.04% 92
2024
Q3 		$1.52M Buy
22,994
+14,296
+164% +$1.01M 0.04% 103
2024
Q2 		$628K Buy
8,698
+5,425
+166% +$388K 0.02% 126
2024
Q1 		$219K Buy
3,273
+1,311
+67% +$84K 0.01% 161
2023
Q4 		$129K Buy
1,962
+10
+0.5% +$656 ﹤0.01% 180
2023
Q3 		$126K Buy
1,952
+1,010
+107% +$62.9K ﹤0.01% 174
2023
Q2 		$57K Buy
942
+146
+18% +$8.76K ﹤0.01% 214
2023
Q1 		$46K Buy
796
+8
+1% +$471 ﹤0.01% 222
2022
Q4 		$45K Buy
788
+7
+0.9% +$386 ﹤0.01% 212
2022
Q3 		$39K Buy
781
+8
+1% +$412 ﹤0.01% 222
2022
Q2 		$40K Buy
773
+766
+10,943% +$43K ﹤0.01% 237
2022
Q1 		$0 Buy
+7
New +$372 ﹤0.01% 446

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

Bollard Group's SHEL Position: Q2 2026 in Review

Bollard Group reduced its Shell (SHEL) stake by 1.3% in Q2 2026, selling an estimated $38K and leaving 33,832 shares worth $2.62M. The position accounts for 0.08% of the portfolio, ranked #76.

Bollard Group first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $3.19M in Q1 2026. 1,527 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Bollard Group held 33,832 shares of Shell worth $2.62M as of Q2 2026.
  • Bollard Group sold 440 Shell shares in Q2 2026, an estimated $38K.
  • Shell made up 0.08% of Bollard Group's portfolio in Q2 2026, its #76 holding.
  • Bollard Group first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
  • Bollard Group's Shell position peaked at $3.19M in Q1 2026.
  • 1,527 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Bollard Group's 13F filing for Q2 2026, filed 12 Aug 2026.