Marshall Wace’s Shell SHEL Stock Holding History

Marshall Wace’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	$71.6M	Buy	+769,779	New	+$62.2M	0.07%	253
2025 Q3	–	Sell	-403,533	Closed	-$28.4M	–	3351
2025 Q2	$28.4M	Sell	403,533 -369,730	-48%	-$24.8M	0.03%	455
2025 Q1	$56.7M	Sell	773,263 -327,976	-30%	-$22.1M	0.07%	246
2024 Q4	$69M	Sell	1,101,239 -41,996	-4%	-$2.75M	0.08%	217
2024 Q3	$75.4M	Buy	1,143,235 +991,089	+651%	+$70.2M	0.09%	203
2024 Q2	$11M	Buy	152,146 +90,746	+148%	+$6.49M	0.01%	693
2024 Q1	$4.12M	Buy	+61,400	New	+$3.93M	0.01%	1072
2023 Q4	–	Sell	-212,431	Closed	-$13.7M	–	2572
2023 Q3	$13.7M	Sell	212,431 -157,415	-43%	-$9.8M	0.03%	540
2023 Q2	$22.3M	Buy	+369,846	New	+$22.2M	0.04%	440
2023 Q1	–	Sell	-24,121	Closed	-$1.37M	–	3060
2022 Q4	$1.37M	Buy	+24,121	New	+$1.33M	﹤0.01%	1933

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Marshall Wace's SHEL Position: Q1 2026 in Review

Marshall Wace opened a new position in Shell (SHEL) in Q1 2026: 769,779 shares worth $71.6M. The stake represents 0.07% of the portfolio and ranks #253 among its holdings. This is a return to the name: Marshall Wace previously reported a position in SHEL as recently as Q2 2025.

Marshall Wace first reported a position in SHEL in Q4 2022 and has held it in 10 quarters since. The position peaked at $75.4M in Q3 2024. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

Marshall Wace held 769,779 shares of Shell worth $71.6M as of Q1 2026.
Shell was a new Marshall Wace position in Q1 2026.
Shell made up 0.07% of Marshall Wace's portfolio in Q1 2026, its #253 holding.
Marshall Wace first reported a position in Shell in Q4 2022 and has held it in 10 quarters since.
Marshall Wace's Shell position peaked at $75.4M in Q3 2024.
1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.