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 Q2	$16.3M	Sell	210,394 -559,385	-73%	-$48.3M	0.01%	815
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 $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

Marshall Wace's SHEL Position: Q2 2026 in Review

Marshall Wace reduced its Shell (SHEL) stake by 73% in Q2 2026, selling an estimated $48.3M and leaving 210,394 shares worth $16.3M. The position accounts for 0.01% of the portfolio, ranked #815.

Marshall Wace first reported a position in SHEL in Q4 2022 and has held it in 11 quarters since. The position peaked at $75.4M in Q3 2024. 1,529 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Marshall Wace held 210,394 shares of Shell worth $16.3M as of Q2 2026.
Marshall Wace sold 559,385 Shell shares in Q2 2026, an estimated $48.3M.
Shell made up 0.01% of Marshall Wace's portfolio in Q2 2026, its #815 holding.
Marshall Wace first reported a position in Shell in Q4 2022 and has held it in 11 quarters since.
Marshall Wace's Shell position peaked at $75.4M in Q3 2024.
1,529 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.