Quotient Wealth Partners’s Shell SHEL Stock Holding History

Quotient Wealth Partners’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	$481K	Sell	5,176 -2,538	-33%	-$205K	0.01%	202
2025 Q4	$567K	Buy	7,714 +298	+4%	+$22K	0.02%	173
2025 Q3	$530K	Buy	7,416 +148	+2%	+$10.7K	0.01%	186
2025 Q2	$512K	Buy	7,268 +3,772	+108%	+$253K	0.02%	187
2025 Q1	$256K	Sell	3,496 -6,406	-65%	-$432K	0.01%	284
2024 Q4	$620K	Buy	9,902 +6,152	+164%	+$403K	0.02%	146
2024 Q3	$247K	Sell	3,750 -712	-16%	-$50.4K	0.01%	281
2024 Q2	$322K	Buy	4,462 +119	+3%	+$8.51K	0.01%	239
2024 Q1	$291K	Sell	4,343 -225	-5%	-$14.4K	0.01%	236
2023 Q4	$301K	Buy	+4,568	New	+$300K	0.01%	226

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

Quotient Wealth Partners's SHEL Position: Q1 2026 in Review

Quotient Wealth Partners reduced its Shell (SHEL) stake by 33% in Q1 2026, selling an estimated $205K and leaving 5,176 shares worth $481K. The position accounts for 0.01% of the portfolio, ranked #202.

Quotient Wealth Partners first reported a position in SHEL in Q4 2023 and has held it in 10 quarters since. The position peaked at $620K in Q4 2024. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

Quotient Wealth Partners held 5,176 shares of Shell worth $481K as of Q1 2026.
Quotient Wealth Partners sold 2,538 Shell shares in Q1 2026, an estimated $205K.
Shell made up 0.01% of Quotient Wealth Partners's portfolio in Q1 2026, its #202 holding.
Quotient Wealth Partners first reported a position in Shell in Q4 2023 and has held it in 10 quarters since.
Quotient Wealth Partners's Shell position peaked at $620K in Q4 2024.
1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Quotient Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.