Q1WB
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Quest 10 Wealth Builders’s Shell SHEL Stock Holding History

Quest 10 Wealth Builders’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 		$2.33K Hold
25
– – ﹤0.01% 625
2025
Q4 		$1.84K Sell
25
-41
-62% -$3.02K ﹤0.01% 588
2025
Q3 		$4.72K Buy
66
+41
+164% +$2.95K ﹤0.01% 499
2025
Q2 		$1.76K Hold
25
– – ﹤0.01% 596
2025
Q1 		$1.83K Hold
25
– – ﹤0.01% 568
2024
Q4 		$1.57K Buy
+25
New +$1.64K ﹤0.01% 618

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
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

Quest 10 Wealth Builders's SHEL Position: Q1 2026 in Review

Quest 10 Wealth Builders held its Shell (SHEL) position steady in Q1 2026 at 25 shares worth $2.33K. The position accounts for ﹤0.01% of the portfolio, ranked #625.

Quest 10 Wealth Builders first reported a position in SHEL in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.72K in Q3 2025. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Quest 10 Wealth Builders held 25 shares of Shell worth $2.33K as of Q1 2026.
  • Quest 10 Wealth Builders left its Shell share count unchanged in Q1 2026.
  • Shell made up ﹤0.01% of Quest 10 Wealth Builders's portfolio in Q1 2026, its #625 holding.
  • Quest 10 Wealth Builders first reported a position in Shell in Q4 2024 and has held it in 6 quarters since.
  • Quest 10 Wealth Builders's Shell position peaked at $4.72K in Q3 2025.
  • 1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q1 2026, filed 6 May 2026.