Prestige Wealth Management Group’s Shell SHEL Stock Holding History

Prestige Wealth Management 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 Q2	$15.5K	Hold	200	–	–	﹤0.01%	383
2026 Q1	$18.6K	Hold	200	–	–	﹤0.01%	343
2025 Q4	$14.7K	Hold	200	–	–	﹤0.01%	386
2025 Q3	$14.3K	Hold	200	–	–	﹤0.01%	394
2025 Q2	$14.1K	Hold	200	–	–	﹤0.01%	388
2025 Q1	$14.7K	Hold	200	–	–	﹤0.01%	384
2024 Q4	$12.5K	Hold	200	–	–	﹤0.01%	425
2024 Q3	$13.2K	Hold	200	–	–	﹤0.01%	407
2024 Q2	$14.4K	Hold	200	–	–	﹤0.01%	357
2024 Q1	$13.4K	Hold	200	–	–	﹤0.01%	401
2023 Q4	$13.2K	Hold	200	–	–	﹤0.01%	396
2023 Q3	$12.9K	Hold	200	–	–	﹤0.01%	400
2023 Q2	$12.1K	Hold	200	–	–	﹤0.01%	432
2023 Q1	$11.5K	Hold	200	–	–	﹤0.01%	413
2022 Q4	$11.4K	Hold	200	–	–	﹤0.01%	438
2022 Q3	$10K	Hold	200	–	–	﹤0.01%	421
2022 Q2	$10K	Hold	200	–	–	﹤0.01%	444
2022 Q1	$11K	Buy	+200	New	+$10.6K	﹤0.01%	451

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

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

Goldman Sachs New York $1.15T AUM 47.82% 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

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Prestige Wealth Management Group's SHEL Position: Q2 2026 in Review

Prestige Wealth Management Group held its Shell (SHEL) position steady in Q2 2026 at 200 shares worth $15.5K. The position accounts for ﹤0.01% of the portfolio, ranked #383.

Prestige Wealth Management Group first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $18.6K in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Prestige Wealth Management Group held 200 shares of Shell worth $15.5K as of Q2 2026.
Prestige Wealth Management Group left its Shell share count unchanged in Q2 2026.
Shell made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #383 holding.
Prestige Wealth Management Group first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
Prestige Wealth Management Group's Shell position peaked at $18.6K in Q1 2026.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.