Alteri Wealth’s Shell SHEL Stock Holding History

Alteri Wealth’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	–	Sell	-4,404	Closed	-$324K	–	303
2025 Q4	$324K	Sell	4,404 -57	-1%	-$4.2K	0.1%	216
2025 Q3	$319K	Buy	4,461 +801	+22%	+$57.7K	0.11%	208
2025 Q2	$258K	Buy	+3,660	New	+$245K	0.1%	221

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

Alteri Wealth's SHEL Position: Q1 2026 in Review

Alteri Wealth sold out of Shell (SHEL) in Q1 2026, closing a stake of 4,404 shares — an estimated $324K sold.

Alteri Wealth first reported a position in SHEL in Q2 2025 and held it in 3 quarters. The position peaked at $324K in Q4 2025. 1,587 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

Alteri Wealth reported no remaining Shell position as of Q1 2026 after selling out during the quarter.
Alteri Wealth sold 4,404 Shell shares in Q1 2026, an estimated $324K.
Alteri Wealth first reported a position in Shell in Q2 2025 and held it in 3 quarters.
Alteri Wealth's Shell position peaked at $324K in Q4 2025.
1,587 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Alteri Wealth's 13F filing for Q1 2026, filed 6 May 2026.