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
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 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

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 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

Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Bank Julius Baer & Co's SHEL Position: Q2 2025 in Review

Bank Julius Baer & Co sold out of Shell (SHEL) in Q2 2025, closing a stake of 2,137 shares — an estimated $157K sold.

Bank Julius Baer & Co first reported a position in SHEL in Q1 2025 and held it in 1 quarter. The position peaked at $157K in Q1 2025. 1,393 funds tracked by Wall St. Rank hold SHEL as of Q2 2025.

Bank Julius Baer & Co reported no remaining Shell position as of Q2 2025 after selling out during the quarter.
Bank Julius Baer & Co sold 2,137 Shell shares in Q2 2025, an estimated $157K.
Bank Julius Baer & Co first reported a position in Shell in Q1 2025 and held it in 1 quarter.
Bank Julius Baer & Co's Shell position peaked at $157K in Q1 2025.
1,393 funds tracked by Wall St. Rank held Shell as of Q2 2025.

Based on Bank Julius Baer & Co's 13F filing for Q2 2025, filed 12 Aug 2025.