William Blair & Company
SHEL icon

William Blair & Company’s Shell SHEL Stock Holding History

William Blair & Company’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 		$5.6M Sell
60,233
-1,098
-2% -$88.7K 0.02% 482
2025
Q4 		$4.51M Sell
61,331
-1,144
-2% -$84.3K 0.01% 545
2025
Q3 		$4.47M Buy
62,475
+250
+0.4% +$18K 0.01% 547
2025
Q2 		$4.38M Sell
62,225
-1,584
-2% -$106K 0.01% 528
2025
Q1 		$4.68M Sell
63,809
-986
-2% -$66.4K 0.01% 501
2024
Q4 		$4.06M Sell
64,795
-1,849
-3% -$121K 0.01% 552
2024
Q3 		$4.4M Sell
66,644
-1,027
-2% -$72.7K 0.01% 529
2024
Q2 		$4.88M Buy
67,671
+395
+0.6% +$28.2K 0.02% 496
2024
Q1 		$4.51M Buy
67,276
+1,759
+3% +$113K 0.01% 502
2023
Q4 		$4.31M Buy
65,517
+3,308
+5% +$217K 0.01% 489
2023
Q3 		$4.01M Buy
62,209
+7,409
+14% +$461K 0.02% 488
2023
Q2 		$3.31M Buy
54,800
+6,806
+14% +$408K 0.01% 538
2023
Q1 		$2.76M Buy
47,994
+1,694
+4% +$99.7K 0.01% 586
2022
Q4 		$2.64M Sell
46,300
-994
-2% -$54.8K 0.01% 563
2022
Q3 		$2.35M Buy
47,294
+3,640
+8% +$188K 0.01% 576
2022
Q2 		$2.28M Buy
43,654
+5,599
+15% +$315K 0.01% 609
2022
Q1 		$2.09M Buy
+38,055
New +$2.02M 0.01% 685

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 $336B AUM 34.66% 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 $14.7B AUM 12.5% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

William Blair & Company's SHEL Position: Q1 2026 in Review

William Blair & Company reduced its Shell (SHEL) stake by 1.8% in Q1 2026, selling an estimated $88.7K and leaving 60,233 shares worth $5.6M. The position accounts for 0.02% of the portfolio, ranked #482.

William Blair & Company first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. 1,589 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • William Blair & Company held 60,233 shares of Shell worth $5.6M as of Q1 2026.
  • William Blair & Company sold 1,098 Shell shares in Q1 2026, an estimated $88.7K.
  • Shell made up 0.02% of William Blair & Company's portfolio in Q1 2026, its #482 holding.
  • William Blair & Company first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
  • 1,589 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on William Blair & Company's 13F filing for Q1 2026, filed 8 May 2026.