Atria Wealth Solutions’s Shell SHEL Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$921K	Sell	12,995 -13,649	-51%	-$915K	0.02%	668
2025 Q1	$1.95M	Sell	26,644 -18,014	-40%	-$1.21M	0.02%	643
2024 Q4	$2.8M	Buy	44,658 +7,219	+19%	+$473K	0.03%	526
2024 Q3	$2.47M	Sell	37,439 -1,170	-3%	-$82.9K	0.03%	555
2024 Q2	$2.79M	Sell	38,609 -15,905	-29%	-$1.14M	0.03%	518
2024 Q1	$3.65M	Buy	54,514 +698	+1%	+$44.7K	0.04%	428
2023 Q4	$3.54M	Sell	53,816 -1,021	-2%	-$67K	0.04%	409
2023 Q3	$3.53M	Sell	54,837 -592	-1%	-$36.8K	0.05%	384
2023 Q2	$3.35M	Buy	55,429 +4,945	+10%	+$297K	0.05%	398
2023 Q1	$2.9M	Sell	50,484 -394	-0.8%	-$23.2K	0.04%	413
2022 Q4	$2.9M	Buy	50,878 +1,814	+4%	+$100K	0.05%	392
2022 Q3	$2.44M	Buy	49,064 +44,999	+1,107%	+$2.32M	0.04%	412
2022 Q2	$213K	Sell	4,065 -12,328	-75%	-$693K	﹤0.01%	1421
2022 Q1	$901K	Buy	+16,393	New	+$870K	0.02%	781

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

Eagle Capital Management (New York)

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

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

Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return

Wellington Management Group

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return