JSC
SHEL icon

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
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
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

Jackson Square Capital's SHEL Position: Q1 2026 in Review

Jackson Square Capital reduced its Shell (SHEL) stake by 33% in Q1 2026, selling an estimated $229K and leaving 5,833 shares worth $542K. The position accounts for 0.11% of the portfolio, ranked #93.

Jackson Square Capital first reported a position in SHEL in Q2 2022 and has held it in 16 quarters since. The position peaked at $7.46M in Q4 2023. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Jackson Square Capital held 5,833 shares of Shell worth $542K as of Q1 2026.
  • Jackson Square Capital sold 2,837 Shell shares in Q1 2026, an estimated $229K.
  • Shell made up 0.11% of Jackson Square Capital's portfolio in Q1 2026, its #93 holding.
  • Jackson Square Capital first reported a position in Shell in Q2 2022 and has held it in 16 quarters since.
  • Jackson Square Capital's Shell position peaked at $7.46M in Q4 2023.
  • 1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Jackson Square Capital's 13F filing for Q1 2026, filed 13 Apr 2026.