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Atria Investments’s Shell SHEL Stock Holding History

Atria Investments’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 		$5.47M Sell
58,870
-1,515
-3% -$122K 0.06% 347
2025
Q4 		$4.44M Sell
60,385
-2,365
-4% -$174K 0.05% 415
2025
Q3 		$4.49M Sell
62,750
-575
-0.9% -$41.4K 0.05% 421
2025
Q2 		$4.46M Buy
63,325
+3,387
+6% +$227K 0.05% 416
2025
Q1 		$4.39M Buy
59,938
+1,058
+2% +$71.3K 0.06% 415
2024
Q4 		$3.69M Sell
58,880
-1,545
-3% -$101K 0.05% 448
2024
Q3 		$3.99M Sell
60,425
-13,026
-18% -$923K 0.05% 428
2024
Q2 		$5.3M Buy
73,451
+2,722
+4% +$195K 0.07% 316
2024
Q1 		$4.74M Buy
70,729
+4,659
+7% +$299K 0.07% 352
2023
Q4 		$4.35M Sell
66,070
-3,499
-5% -$230K 0.07% 333
2023
Q3 		$4.48M Buy
69,569
+10,818
+18% +$673K 0.08% 311
2023
Q2 		$3.55M Buy
58,751
+205
+0.4% +$12.3K 0.06% 363
2023
Q1 		$3.37M Sell
58,546
-7,458
-11% -$439K 0.06% 359
2022
Q4 		$3.76M Sell
66,004
-983
-1% -$54.2K 0.08% 320
2022
Q3 		$3.33M Buy
66,987
+135
+0.2% +$6.96K 0.07% 323
2022
Q2 		$3.5M Sell
66,852
-2,114
-3% -$119K 0.07% 336
2022
Q1 		$3.79M Buy
+68,966
New +$3.66M 0.07% 353

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 $295B AUM 31.6% 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 $15.4B AUM 10.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Atria Investments's SHEL Position: Q1 2026 in Review

Atria Investments reduced its Shell (SHEL) stake by 2.5% in Q1 2026, selling an estimated $122K and leaving 58,870 shares worth $5.47M. The position accounts for 0.06% of the portfolio, ranked #347.

Atria Investments first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. 1,584 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Atria Investments held 58,870 shares of Shell worth $5.47M as of Q1 2026.
  • Atria Investments sold 1,515 Shell shares in Q1 2026, an estimated $122K.
  • Shell made up 0.06% of Atria Investments's portfolio in Q1 2026, its #347 holding.
  • Atria Investments first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
  • 1,584 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.