Madison Asset Management’s Shell SHEL Stock Holding History

Madison Asset 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	$1.53M	Buy	19,742 +3,628	+23%	+$313K	0.02%	288
2026 Q1	$1.5M	Buy	16,114 +1,185	+8%	+$95.8K	0.02%	281
2025 Q4	$1.1M	Sell	14,929 -634	-4%	-$46.7K	0.01%	289
2025 Q3	$1.11M	Sell	15,563 -3,617	-19%	-$260K	0.01%	282
2025 Q2	$1.35M	Sell	19,180 -5,105	-21%	-$342K	0.01%	270
2025 Q1	$1.78M	Sell	24,285 -2,015	-8%	-$136K	0.02%	244
2024 Q4	$1.65M	Sell	26,300 -4,860	-16%	-$318K	0.02%	259
2024 Q3	$2.06M	Sell	31,160 -2,170	-7%	-$154K	0.02%	252
2024 Q2	$2.41M	Sell	33,330 -2,424	-7%	-$173K	0.03%	243
2024 Q1	$2.4M	Sell	35,754 -11,631	-25%	-$745K	0.03%	239
2023 Q4	$3.12M	Sell	47,385 -2,509	-5%	-$165K	0.04%	222
2023 Q3	$3.21M	Sell	49,894 -242	-0.5%	-$15.1K	0.05%	207
2023 Q2	$3.03M	Sell	50,136 -3,054	-6%	-$183K	0.04%	220
2023 Q1	$3.06M	Sell	53,190 -11,584	-18%	-$681K	0.05%	213
2022 Q4	$3.69M	Sell	64,774 -13,154	-17%	-$725K	0.06%	192
2022 Q3	$3.88M	Buy	77,928 +6,433	+9%	+$331K	0.07%	179
2022 Q2	$3.74M	Sell	71,495 -6,109	-8%	-$343K	0.06%	198
2022 Q1	$4.26M	Buy	+77,604	New	+$4.12M	0.06%	183

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

Madison Asset Management's SHEL Position: Q2 2026 in Review

Madison Asset Management increased its Shell (SHEL) stake by 23% in Q2 2026, buying an estimated $313K and bringing the position to 19,742 shares worth $1.53M. The position accounts for 0.02% of the portfolio, ranked #288.

Madison Asset Management first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $4.26M in Q1 2022. 1,532 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Madison Asset Management held 19,742 shares of Shell worth $1.53M as of Q2 2026.
Madison Asset Management bought 3,628 Shell shares in Q2 2026, an estimated $313K.
Shell made up 0.02% of Madison Asset Management's portfolio in Q2 2026, its #288 holding.
Madison Asset Management first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
Madison Asset Management's Shell position peaked at $4.26M in Q1 2022.
1,532 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Madison Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.