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 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 $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

Simplicity Wealth's SHEL Position: Q1 2026 in Review

Simplicity Wealth increased its Shell (SHEL) stake by 0.97% in Q1 2026, buying an estimated $7.11K and bringing the position to 9,189 shares worth $855K. The position accounts for 0.05% of the portfolio, ranked #324.

Simplicity Wealth first reported a position in SHEL in Q1 2024 and has held it in 9 quarters since. The position peaked at $7.09M in Q2 2024. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

Simplicity Wealth held 9,189 shares of Shell worth $855K as of Q1 2026.
Simplicity Wealth bought 88 Shell shares in Q1 2026, an estimated $7.11K.
Shell made up 0.05% of Simplicity Wealth's portfolio in Q1 2026, its #324 holding.
Simplicity Wealth first reported a position in Shell in Q1 2024 and has held it in 9 quarters since.
Simplicity Wealth's Shell position peaked at $7.09M in Q2 2024.
1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.