SAM
ML

Shell Asset Management’s MoneyLion Inc. ML Stock Holding History

Shell Asset Management’s Portfolio ML Stock Details ML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,150
Closed -$99K – 1285
2025
Q1 		$99K Sell
1,150
-4
-0.3% -$347 ﹤0.01% 1023
2024
Q4 		$99K Hold
1,154
– – ﹤0.01% 1051
2024
Q3 		$48K Buy
+1,154
New +$62.6K ﹤0.01% 1185
2024
Q1 		$90K Buy
+1,220
New +$68.4K ﹤0.01% 1049

Other funds holding ML

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Shell Asset Management's ML Position: Q2 2025 in Review

Shell Asset Management sold out of MoneyLion Inc. (ML) in Q2 2025, closing a stake of 1,150 shares — an estimated $99K sold.

Shell Asset Management first reported a position in ML in Q1 2024 and held it in 4 quarters. The position peaked at $99K in Q1 2025. 1 fund tracked by Wall St. Rank holds ML as of Q2 2025.

  • Shell Asset Management reported no remaining MoneyLion Inc. position as of Q2 2025 after selling out during the quarter.
  • Shell Asset Management sold 1,150 MoneyLion Inc. shares in Q2 2025, an estimated $99K.
  • Shell Asset Management first reported a position in MoneyLion Inc. in Q1 2024 and held it in 4 quarters.
  • Shell Asset Management's MoneyLion Inc. position peaked at $99K in Q1 2025.
  • 1 fund tracked by Wall St. Rank held MoneyLion Inc. as of Q2 2025.

Based on Shell Asset Management's 13F filing for Q2 2025, filed 23 Jul 2025.