Simplicity Wealth’s Shell SHEL Stock Holding History

Simplicity Wealth’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	$441K	Sell	5,691 -3,498	-38%	-$302K	0.01%	693
2026 Q1	$855K	Buy	9,189 +88	+1%	+$7.11K	0.05%	324
2025 Q4	$669K	Sell	9,101 -821	-8%	-$60.5K	0.04%	365
2025 Q3	$710K	Sell	9,922 -3,710	-27%	-$267K	0.04%	369
2025 Q2	$960K	Buy	13,632 +3,887	+40%	+$261K	0.04%	332
2025 Q1	$714K	Buy	9,745 +4,630	+91%	+$312K	0.06%	287
2024 Q4	$320K	Buy	5,115 +1,913	+60%	+$125K	0.07%	222
2024 Q3	$211K	Sell	3,202 -94,989	-97%	-$6.73M	0.02%	472
2024 Q2	$7.09M	Buy	98,191 +1,644	+2%	+$118K	0.16%	131
2024 Q1	$6.47M	Buy	+96,547	New	+$6.19M	0.15%	133

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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 Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Simplicity Wealth's SHEL Position: Q2 2026 in Review

Simplicity Wealth reduced its Shell (SHEL) stake by 38% in Q2 2026, selling an estimated $302K and leaving 5,691 shares worth $441K. The position accounts for 0.01% of the portfolio, ranked #693.

Simplicity Wealth first reported a position in SHEL in Q1 2024 and has held it in 10 quarters since. The position peaked at $7.09M in Q2 2024. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Simplicity Wealth held 5,691 shares of Shell worth $441K as of Q2 2026.
Simplicity Wealth sold 3,498 Shell shares in Q2 2026, an estimated $302K.
Shell made up 0.01% of Simplicity Wealth's portfolio in Q2 2026, its #693 holding.
Simplicity Wealth first reported a position in Shell in Q1 2024 and has held it in 10 quarters since.
Simplicity Wealth's Shell position peaked at $7.09M in Q2 2024.
1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.