Prosperity Consulting Group’s Shell SHEL Stock Holding History

Prosperity Consulting 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	$1.96M	Buy	25,286 +1,416	+6%	+$122K	0.07%	176
2026 Q1	$2.22M	Sell	23,870 -1,270	-5%	-$103K	0.1%	147
2025 Q4	$1.85M	Buy	25,140 +1,093	+5%	+$80.5K	0.08%	168
2025 Q3	$1.72M	Sell	24,047 -295	-1%	-$21.2K	0.08%	186
2025 Q2	$1.71M	Sell	24,342 -194	-0.8%	-$13K	0.13%	159
2025 Q1	$1.8M	Sell	24,536 -1,053	-4%	-$70.9K	0.14%	157
2024 Q4	$1.6M	Sell	25,589 -1,182	-4%	-$77.5K	0.12%	169
2024 Q3	$1.77M	Sell	26,771 -2,254	-8%	-$160K	0.14%	170
2024 Q2	$2.1M	Sell	29,025 -5,175	-15%	-$370K	0.28%	97
2024 Q1	$2.29M	Buy	+34,200	New	+$2.19M	0.29%	96

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

Prosperity Consulting Group's SHEL Position: Q2 2026 in Review

Prosperity Consulting Group increased its Shell (SHEL) stake by 5.9% in Q2 2026, buying an estimated $122K and bringing the position to 25,286 shares worth $1.96M. The position accounts for 0.07% of the portfolio, ranked #176.

Prosperity Consulting Group first reported a position in SHEL in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.29M in Q1 2024. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Prosperity Consulting Group held 25,286 shares of Shell worth $1.96M as of Q2 2026.
Prosperity Consulting Group bought 1,416 Shell shares in Q2 2026, an estimated $122K.
Shell made up 0.07% of Prosperity Consulting Group's portfolio in Q2 2026, its #176 holding.
Prosperity Consulting Group first reported a position in Shell in Q1 2024 and has held it in 10 quarters since.
Prosperity Consulting Group's Shell position peaked at $2.29M in Q1 2024.
1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.