BG
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
Q1 		$3.19M Buy
34,272
+3,028
+10% +$245K 0.1% 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 $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