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 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

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Atria Wealth Solutions's SHEL Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Shell (SHEL) stake by 51% in Q2 2025, selling an estimated $915K and leaving 12,995 shares worth $921K. The position accounts for 0.02% of the portfolio, ranked #668.

Atria Wealth Solutions first reported a position in SHEL in Q1 2022 and has held it in 14 quarters since. The position peaked at $3.65M in Q1 2024. 1,395 funds tracked by Wall St. Rank hold SHEL as of Q2 2025.

Atria Wealth Solutions held 12,995 shares of Shell worth $921K as of Q2 2025.
Atria Wealth Solutions sold 13,649 Shell shares in Q2 2025, an estimated $915K.
Shell made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #668 holding.
Atria Wealth Solutions first reported a position in Shell in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's Shell position peaked at $3.65M in Q1 2024.
1,395 funds tracked by Wall St. Rank held Shell as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.