Bank Julius Baer & Co
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Bank Julius Baer & Co’s Shell SHEL Stock Holding History

Bank Julius Baer & Co’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 		$10.4K Buy
+134
New +$11.6K ﹤0.01% 635
2025
Q2 		– Sell
-2,137
Closed -$157K – 632
2025
Q1 		$157K Buy
+2,137
New +$144K ﹤0.01% 441

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

Bank Julius Baer & Co's SHEL Position: Q2 2026 in Review

Bank Julius Baer & Co opened a new position in Shell (SHEL) in Q2 2026: 134 shares worth $10.4K. The stake represents ﹤0.01% of the portfolio and ranks #635 among its holdings. This is a return to the name: Bank Julius Baer & Co previously reported a position in SHEL as recently as Q1 2025.

Bank Julius Baer & Co first reported a position in SHEL in Q1 2025 and has held it in 2 quarters since. The position peaked at $157K in Q1 2025. 1,532 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Bank Julius Baer & Co held 134 shares of Shell worth $10.4K as of Q2 2026.
  • Shell was a new Bank Julius Baer & Co position in Q2 2026.
  • Shell made up ﹤0.01% of Bank Julius Baer & Co's portfolio in Q2 2026, its #635 holding.
  • Bank Julius Baer & Co first reported a position in Shell in Q1 2025 and has held it in 2 quarters since.
  • Bank Julius Baer & Co's Shell position peaked at $157K in Q1 2025.
  • 1,532 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Bank Julius Baer & Co's 13F filing for Q2 2026, filed 10 Aug 2026.