Goldstone Financial Group’s Shell SHEL Stock Holding History

Goldstone Financial Group’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	–	Sell	-3,202	Closed	-$235K	–	234
2025 Q4	$235K	Buy	3,202 +66	+2%	+$4.86K	0.03%	208
2025 Q3	$224K	Sell	3,136 -4	-0.1%	-$288	0.03%	207
2025 Q2	$226K	Sell	3,140 -163	-5%	-$10.9K	0.03%	193
2025 Q1	$242K	Buy	+3,303	New	+$223K	0.04%	180
2024 Q4	–	Sell	-4,983	Closed	-$329K	–	213
2024 Q3	$329K	Buy	4,983 +889	+22%	+$63K	0.06%	150
2024 Q2	$295K	Buy	4,094 +843	+26%	+$60.3K	0.06%	145
2024 Q1	$218K	Buy	+3,251	New	+$208K	0.05%	154
2023 Q3	–	Sell	-3,345	Closed	-$202K	–	166
2023 Q2	$202K	Buy	+3,345	New	+$201K	0.06%	160

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 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