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Triad Wealth Partners’s Shell SHEL Stock Holding History

Triad 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
Q2 		$303K Sell
3,323
-173
-5% -$14.9K 0.02% 443
2026
Q1 		$325K Sell
3,496
-245
-7% -$19.8K 0.03% 378
2025
Q4 		$275K Buy
3,741
+483
+15% +$35.6K 0.03% 405
2025
Q3 		$233K Buy
+3,258
New +$235K 0.03% 336
2024
Q3 		– Sell
-436
Closed -$31.5K – 750
2024
Q2 		$31.5K Buy
+436
New +$31.2K 0.02% 288

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
T. Rowe Price Associates
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
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Triad Wealth Partners's SHEL Position: Q2 2026 in Review

Triad Wealth Partners reduced its Shell (SHEL) stake by 4.9% in Q2 2026, selling an estimated $14.9K and leaving 3,323 shares worth $303K. The position accounts for 0.02% of the portfolio, ranked #443.

Triad Wealth Partners first reported a position in SHEL in Q2 2024 and has held it in 5 quarters since. The position peaked at $325K in Q1 2026. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Triad Wealth Partners held 3,323 shares of Shell worth $303K as of Q2 2026.
  • Triad Wealth Partners sold 173 Shell shares in Q2 2026, an estimated $14.9K.
  • Shell made up 0.02% of Triad Wealth Partners's portfolio in Q2 2026, its #443 holding.
  • Triad Wealth Partners first reported a position in Shell in Q2 2024 and has held it in 5 quarters since.
  • Triad Wealth Partners's Shell position peaked at $325K in Q1 2026.
  • 1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.