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Grandfield & Dodd’s Shell SHEL Stock Holding History

Grandfield & Dodd’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 		$19M Buy
245,474
+755
+0.3% +$65.2K 1% 36
2026
Q1 		$22.8M Sell
244,719
-1,895
-0.8% -$153K 1.29% 30
2025
Q4 		$18.1M Sell
246,614
-9,394
-4% -$692K 1.03% 36
2025
Q3 		$18.3M Buy
256,008
+4,121
+2% +$297K 1.04% 38
2025
Q2 		$17.7M Sell
251,887
-2,399
-0.9% -$161K 1.04% 35
2025
Q1 		$18.6M Buy
254,286
+668
+0.3% +$45K 1.16% 34
2024
Q4 		$15.9M Sell
253,618
-657
-0.3% -$43.1K 0.98% 39
2024
Q3 		$16.8M Sell
254,275
-377
-0.1% -$26.7K 0.99% 38
2024
Q2 		$18.4M Sell
254,652
-678
-0.3% -$48.5K 1.16% 34
2024
Q1 		$17.1M Sell
255,330
-1,147
-0.4% -$73.5K 1.08% 35
2023
Q4 		$16.9M Buy
256,477
+6,756
+3% +$443K 1.17% 37
2023
Q3 		$16.1M Buy
249,721
+5,836
+2% +$363K 1.18% 37
2023
Q2 		$14.7M Sell
243,885
-5,715
-2% -$343K 1.03% 40
2023
Q1 		$14.4M Sell
249,600
-460
-0.2% -$27.1K 1% 43
2022
Q4 		$14.2M Buy
250,060
+5,854
+2% +$323K 1.04% 41
2022
Q3 		$12.2M Buy
244,206
+5,110
+2% +$263K 0.99% 43
2022
Q2 		$12.5M Buy
239,096
+11,537
+5% +$648K 0.98% 43
2022
Q1 		$12.5M Buy
+227,559
New +$12.1M 0.85% 47

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

Grandfield & Dodd's SHEL Position: Q2 2026 in Review

Grandfield & Dodd increased its Shell (SHEL) stake by 0.31% in Q2 2026, buying an estimated $65.2K and bringing the position to 245,474 shares worth $19M. The position accounts for 1% of the portfolio, ranked #36.

Grandfield & Dodd first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $22.8M in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Grandfield & Dodd held 245,474 shares of Shell worth $19M as of Q2 2026.
  • Grandfield & Dodd bought 755 Shell shares in Q2 2026, an estimated $65.2K.
  • Shell made up 1% of Grandfield & Dodd's portfolio in Q2 2026, its #36 holding.
  • Grandfield & Dodd first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
  • Grandfield & Dodd's Shell position peaked at $22.8M in Q1 2026.
  • 1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Grandfield & Dodd's 13F filing for Q2 2026, filed 7 Aug 2026.