Jackson Square Capital’s Shell SHEL Stock Holding History

Jackson Square Capital’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	$469K	Buy	6,048 +215	+4%	+$18.6K	0.07%	105
2026 Q1	$542K	Sell	5,833 -2,837	-33%	-$229K	0.11%	93
2025 Q4	$637K	Buy	8,670 +1,269	+17%	+$93.5K	0.13%	89
2025 Q3	$529K	Sell	7,401 -1,706	-19%	-$123K	0.12%	100
2025 Q2	$641K	Sell	9,107 -2,210	-20%	-$148K	0.14%	99
2025 Q1	$829K	Sell	11,317 -15,875	-58%	-$1.07M	0.27%	71
2024 Q4	$1.7M	Sell	27,192 -2,931	-10%	-$192K	0.41%	52
2024 Q3	$1.99M	Sell	30,123 -41,710	-58%	-$2.95M	0.49%	45
2024 Q2	$5.18M	Buy	71,833 +14,766	+26%	+$1.06M	1.28%	22
2024 Q1	$3.83M	Sell	57,067 -56,294	-50%	-$3.61M	0.99%	31
2023 Q4	$7.46M	Buy	113,361 +6,364	+6%	+$418K	2.4%	9
2023 Q3	$6.89M	Buy	106,997 +60,763	+131%	+$3.78M	2.77%	9
2023 Q2	$2.79M	Sell	46,234 -2,040	-4%	-$122K	1.12%	31
2023 Q1	$2.78M	Sell	48,274 -31,113	-39%	-$1.83M	1.24%	30
2022 Q4	$4.52M	Sell	79,387 -18,906	-19%	-$1.04M	2.13%	12
2022 Q3	$4.89M	Sell	98,293 -20,680	-17%	-$1.07M	2.39%	11
2022 Q2	$6.22M	Buy	+118,973	New	+$6.68M	2.63%	7

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

Jackson Square Capital's SHEL Position: Q2 2026 in Review

Jackson Square Capital increased its Shell (SHEL) stake by 3.7% in Q2 2026, buying an estimated $18.6K and bringing the position to 6,048 shares worth $469K. The position accounts for 0.07% of the portfolio, ranked #105.

Jackson Square Capital first reported a position in SHEL in Q2 2022 and has held it in 17 quarters since. The position peaked at $7.46M in Q4 2023. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Jackson Square Capital held 6,048 shares of Shell worth $469K as of Q2 2026.
Jackson Square Capital bought 215 Shell shares in Q2 2026, an estimated $18.6K.
Shell made up 0.07% of Jackson Square Capital's portfolio in Q2 2026, its #105 holding.
Jackson Square Capital first reported a position in Shell in Q2 2022 and has held it in 17 quarters since.
Jackson Square Capital's Shell position peaked at $7.46M in Q4 2023.
1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Jackson Square Capital's 13F filing for Q2 2026, filed 21 Jul 2026.