Great Lakes Advisors’s Shell SHEL Stock Holding History

Great Lakes Advisors’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	$29.9M	Buy	385,622 +8,659	+2%	+$747K	0.23%	90
2026 Q1	$35.1M	Sell	376,963 -205,969	-35%	-$16.6M	0.29%	87
2025 Q4	$42.8M	Sell	582,932 -14,040	-2%	-$1.03M	0.35%	73
2025 Q3	$42.7M	Buy	596,972 +3,084	+0.5%	+$222K	0.36%	76
2025 Q2	$41.8M	Buy	593,888 +88,479	+18%	+$5.93M	0.35%	75
2025 Q1	$37M	Sell	505,409 -442	-0.1%	-$29.8K	0.33%	85
2024 Q4	$31.7M	Sell	505,851 -15,687	-3%	-$1.03M	0.27%	95
2024 Q3	$34.4M	Sell	521,538 -11,482	-2%	-$813K	0.29%	91
2024 Q2	$38.5M	Buy	533,020 +24,795	+5%	+$1.77M	0.34%	85
2024 Q1	$34.1M	Sell	508,225 -7,233	-1%	-$463K	0.29%	92
2023 Q4	$33.9M	Sell	515,458 -133,402	-21%	-$8.75M	0.32%	89
2023 Q3	$41.8M	Sell	648,860 -23,360	-3%	-$1.45M	0.38%	68
2023 Q2	$40.6M	Sell	672,220 -282,175	-30%	-$16.9M	0.41%	68
2023 Q1	$54.9M	Sell	954,395 -52,442	-5%	-$3.09M	0.5%	59
2022 Q4	$5.85M	Sell	1,006,837 -33,707	-3%	-$1.86M	0.34%	98
2022 Q3	$51.8M	Sell	1,040,544 -21,527	-2%	-$1.11M	1.13%	18
2022 Q2	$55.5M	Sell	1,062,071 -91,627	-8%	-$5.15M	1.1%	20
2022 Q1	$63.4M	Buy	+1,153,698	New	+$61.2M	1.04%	18

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

Great Lakes Advisors's SHEL Position: Q2 2026 in Review

Great Lakes Advisors increased its Shell (SHEL) stake by 2.3% in Q2 2026, buying an estimated $747K and bringing the position to 385,622 shares worth $29.9M. The position accounts for 0.23% of the portfolio, ranked #90.

Great Lakes Advisors first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $63.4M in Q1 2022. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Great Lakes Advisors held 385,622 shares of Shell worth $29.9M as of Q2 2026.
Great Lakes Advisors bought 8,659 Shell shares in Q2 2026, an estimated $747K.
Shell made up 0.23% of Great Lakes Advisors's portfolio in Q2 2026, its #90 holding.
Great Lakes Advisors first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
Great Lakes Advisors's Shell position peaked at $63.4M in Q1 2022.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Great Lakes Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.