Atlantic Edge Private Wealth Management’s Shell SHEL Stock Holding History

Atlantic Edge Private Wealth 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	$101K	Hold	1,300	–	–	0.02%	195
2026 Q1	$121K	Hold	1,300	–	–	0.03%	166
2025 Q4	$95.5K	Hold	1,300	–	–	0.02%	175
2025 Q3	$93K	Hold	1,300	–	–	0.02%	173
2025 Q2	$91.5K	Hold	1,300	–	–	0.03%	169
2025 Q1	$95.3K	Hold	1,300	–	–	0.03%	164
2024 Q4	$81.4K	Hold	1,300	–	–	0.03%	172
2024 Q3	$85.7K	Hold	1,300	–	–	0.03%	171
2024 Q2	$93.8K	Hold	1,300	–	–	0.03%	163
2024 Q1	$87.2K	Hold	1,300	–	–	0.03%	158
2023 Q4	$85.5K	Buy	+1,300	New	+$85.3K	0.03%	156

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

Atlantic Edge Private Wealth Management's SHEL Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its Shell (SHEL) position steady in Q2 2026 at 1,300 shares worth $101K. The position accounts for 0.02% of the portfolio, ranked #195.

Atlantic Edge Private Wealth Management first reported a position in SHEL in Q4 2023 and has held it in 11 quarters since. The position peaked at $121K in Q1 2026. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Atlantic Edge Private Wealth Management held 1,300 shares of Shell worth $101K as of Q2 2026.
Atlantic Edge Private Wealth Management left its Shell share count unchanged in Q2 2026.
Shell made up 0.02% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #195 holding.
Atlantic Edge Private Wealth Management first reported a position in Shell in Q4 2023 and has held it in 11 quarters since.
Atlantic Edge Private Wealth Management's Shell position peaked at $121K in Q1 2026.
1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.