GW&K Investment Management’s Shell SHEL Stock Holding History

GW&K Investment Management’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	$70K	Sell	901 -27	-3%	-$2.33K	﹤0.01%	534
2026 Q1	$86K	Buy	928 +113	+14%	+$9.13K	﹤0.01%	480
2025 Q4	$60K	Hold	815	–	–	﹤0.01%	519
2025 Q3	$58K	Hold	815	–	–	﹤0.01%	510
2025 Q2	$57K	Hold	815	–	–	﹤0.01%	493
2025 Q1	$60K	Hold	815	–	–	﹤0.01%	463
2024 Q4	$51K	Hold	815	–	–	﹤0.01%	474
2024 Q3	$54K	Hold	815	–	–	﹤0.01%	457
2024 Q2	$59K	Hold	815	–	–	﹤0.01%	430
2024 Q1	$55K	Buy	815 +488	+149%	+$31.3K	﹤0.01%	418
2023 Q4	$22K	Hold	327	–	–	﹤0.01%	499
2023 Q3	$21K	Sell	327 -14	-4%	-$871	﹤0.01%	483
2023 Q2	$21K	Buy	+341	New	+$20.5K	﹤0.01%	472

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

GW&K Investment Management's SHEL Position: Q2 2026 in Review

GW&K Investment Management reduced its Shell (SHEL) stake by 2.9% in Q2 2026, selling an estimated $2.33K and leaving 901 shares worth $70K. The position accounts for ﹤0.01% of the portfolio, ranked #534.

GW&K Investment Management first reported a position in SHEL in Q2 2023 and has held it in 13 quarters since. The position peaked at $86K in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

GW&K Investment Management held 901 shares of Shell worth $70K as of Q2 2026.
GW&K Investment Management sold 27 Shell shares in Q2 2026, an estimated $2.33K.
Shell made up ﹤0.01% of GW&K Investment Management's portfolio in Q2 2026, its #534 holding.
GW&K Investment Management first reported a position in Shell in Q2 2023 and has held it in 13 quarters since.
GW&K Investment Management's Shell position peaked at $86K in Q1 2026.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on GW&K Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.