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 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 $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Prosperity Consulting Group's SHEL Position: Q1 2026 in Review

Prosperity Consulting Group reduced its Shell (SHEL) stake by 5.1% in Q1 2026, selling an estimated $103K and leaving 23,870 shares worth $2.22M. The position accounts for 0.1% of the portfolio, ranked #147.

Prosperity Consulting Group first reported a position in SHEL in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.29M in Q1 2024. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

Prosperity Consulting Group held 23,870 shares of Shell worth $2.22M as of Q1 2026.
Prosperity Consulting Group sold 1,270 Shell shares in Q1 2026, an estimated $103K.
Shell made up 0.1% of Prosperity Consulting Group's portfolio in Q1 2026, its #147 holding.
Prosperity Consulting Group first reported a position in Shell in Q1 2024 and has held it in 9 quarters since.
Prosperity Consulting Group's Shell position peaked at $2.29M in Q1 2024.
1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Prosperity Consulting Group's 13F filing for Q1 2026, filed 5 May 2026.