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Johnson Financial Group Inc (Wisconsin)’s Shell SHEL Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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 		$179K Sell
2,303
-1,901
-45% -$164K 0.01% 326
2026
Q1 		$391K Sell
4,204
-89
-2% -$7.19K 0.01% 251
2025
Q4 		$315K Sell
4,293
-735
-15% -$54.1K 0.01% 270
2025
Q3 		$360K Buy
5,028
+4,644
+1,209% +$334K 0.01% 287
2025
Q2 		$27K Sell
384
-486
-56% -$32.6K ﹤0.01% 511
2025
Q1 		$63.8K Buy
870
+730
+521% +$49.2K ﹤0.01% 574
2024
Q4 		$9.22K Sell
140
-3,454
-96% -$226K ﹤0.01% 656
2024
Q3 		$237K Buy
3,594
+83
+2% +$5.88K 0.01% 328
2024
Q2 		$253K Buy
3,511
+1,900
+118% +$136K 0.01% 287
2024
Q1 		$108K Sell
1,611
-1,920
-54% -$123K 0.01% 351
2023
Q4 		$232K Buy
+3,531
New +$232K 0.01% 279
2023
Q3 		– Sell
-115
Closed -$6.94K – 693
2023
Q2 		$6.94K Buy
+115
New +$6.9K ﹤0.01% 560
2023
Q1 		– Sell
-302
Closed -$17.2K – 700
2022
Q4 		$17.2K Sell
302
-215
-42% -$11.9K ﹤0.01% 452
2022
Q3 		$26K Buy
517
+238
+85% +$12.3K ﹤0.01% 415
2022
Q2 		$15K Hold
279
– – ﹤0.01% 499
2022
Q1 		$15K Buy
+279
New +$14.8K ﹤0.01% 548

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

Johnson Financial Group Inc (Wisconsin)'s SHEL Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) reduced its Shell (SHEL) stake by 45% in Q2 2026, selling an estimated $164K and leaving 2,303 shares worth $179K. The position accounts for 0.01% of the portfolio, ranked #326.

Johnson Financial Group Inc (Wisconsin) first reported a position in SHEL in Q1 2022 and has held it in 16 quarters since. The position peaked at $391K in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Johnson Financial Group Inc (Wisconsin) held 2,303 shares of Shell worth $179K as of Q2 2026.
  • Johnson Financial Group Inc (Wisconsin) sold 1,901 Shell shares in Q2 2026, an estimated $164K.
  • Shell made up 0.01% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q2 2026, its #326 holding.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Shell in Q1 2022 and has held it in 16 quarters since.
  • Johnson Financial Group Inc (Wisconsin)'s Shell position peaked at $391K in Q1 2026.
  • 1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.