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Purpose Unlimited Inc’s Shell SHEL Stock Holding History

Purpose Unlimited Inc’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 		$221K Sell
2,838
-11
-0.4% -$950 0.01% 240
2026
Q1 		$265K Buy
+2,849
New +$230K 0.01% 214

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
T. Rowe Price Associates
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
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Purpose Unlimited Inc's SHEL Position: Q2 2026 in Review

Purpose Unlimited Inc reduced its Shell (SHEL) stake by 0.39% in Q2 2026, selling an estimated $950 and leaving 2,838 shares worth $221K. The position accounts for 0.01% of the portfolio, ranked #240.

Purpose Unlimited Inc first reported a position in SHEL in Q1 2026 and has held it in 2 quarters since. The position peaked at $265K in Q1 2026. 1,527 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Purpose Unlimited Inc held 2,838 shares of Shell worth $221K as of Q2 2026.
  • Purpose Unlimited Inc sold 11 Shell shares in Q2 2026, an estimated $950.
  • Shell made up 0.01% of Purpose Unlimited Inc's portfolio in Q2 2026, its #240 holding.
  • Purpose Unlimited Inc first reported a position in Shell in Q1 2026 and has held it in 2 quarters since.
  • Purpose Unlimited Inc's Shell position peaked at $265K in Q1 2026.
  • 1,527 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Purpose Unlimited Inc's 13F filing for Q2 2026, filed 13 Aug 2026.