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Bragg Financial Advisors’s Shell SHEL Stock Holding History

Bragg Financial Advisors’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 		$12.5M Buy
134,925
+3,545
+3% +$286K 0.4% 96
2025
Q4 		$9.65M Buy
131,380
+1,041
+0.8% +$76.7K 0.31% 106
2025
Q3 		$9.32M Sell
130,339
-3,269
-2% -$235K 0.31% 109
2025
Q2 		$9.41M Sell
133,608
-1,120
-0.8% -$75.1K 0.34% 106
2025
Q1 		$9.87M Buy
134,728
+1,798
+1% +$121K 0.41% 94
2024
Q4 		$8.33M Buy
132,930
+587
+0.4% +$38.5K 0.34% 107
2024
Q3 		$8.73M Sell
132,343
-860
-0.6% -$60.9K 0.36% 103
2024
Q2 		$9.61M Buy
133,203
+2,809
+2% +$201K 0.43% 94
2024
Q1 		$8.74M Buy
130,394
+44
+0% +$2.82K 0.39% 97
2023
Q4 		$8.58M Buy
130,350
+642
+0.5% +$42.1K 0.41% 95
2023
Q3 		$8.35M Buy
129,708
+1,981
+2% +$123K 0.44% 89
2023
Q2 		$7.71M Buy
127,727
+1,831
+1% +$110K 0.42% 92
2023
Q1 		$7.24M Buy
125,896
+3,216
+3% +$189K 0.43% 92
2022
Q4 		$6.99M Buy
122,680
+7,785
+7% +$429K 0.42% 95
2022
Q3 		$5.72M Buy
114,895
+8,341
+8% +$430K 0.39% 101
2022
Q2 		$5.57M Buy
106,554
+11,276
+12% +$634K 0.37% 103
2022
Q1 		$5.23M Buy
+95,278
New +$5.06M 0.31% 109

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