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Itau Unibanco Holding S.A.’s Shell SHEL Stock Holding History

Itau Unibanco Holding S.A.’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
Q4 		– Sell
-596
Closed -$42.6K – 459
2025
Q3 		$42.6K Sell
596
-603
-50% -$43.4K ﹤0.01% 265
2025
Q2 		$84.4K Buy
1,199
+125
+12% +$8.38K ﹤0.01% 209
2025
Q1 		$79K Sell
1,074
-3
-0.3% -$202 ﹤0.01% 227
2024
Q4 		$67.5K Buy
1,077
+111
+11% +$7.27K ﹤0.01% 222
2024
Q3 		$63.7K Hold
966
– – ﹤0.01% 178
2024
Q2 		$69.7K Buy
+966
New +$69K ﹤0.01% 160
2024
Q1 		– Sell
-1,121
Closed -$73.8K – 324
2023
Q4 		$73.8K Sell
1,121
-298
-21% -$19.6K ﹤0.01% 193
2023
Q3 		$91.4K Sell
1,419
-5
-0.4% -$311 ﹤0.01% 211
2023
Q2 		$86K Sell
1,424
-132
-8% -$7.92K ﹤0.01% 246
2023
Q1 		$89.5K Sell
1,556
-45,462
-97% -$2.67M ﹤0.01% 259
2022
Q4 		$2.66M Sell
47,018
-212,597
-82% -$11.7M 0.11% 89
2022
Q3 		$12.9M Buy
259,615
+171,779
+196% +$8.85M 0.52% 43
2022
Q2 		$4.59M Buy
+87,836
New +$4.93M 0.16% 81

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Itau Unibanco Holding S.A.'s SHEL Position: Q4 2025 in Review

Itau Unibanco Holding S.A. sold out of Shell (SHEL) in Q4 2025, closing a stake of 596 shares — an estimated $42.6K sold.

Itau Unibanco Holding S.A. first reported a position in SHEL in Q2 2022 and held it in 13 quarters. The position peaked at $12.9M in Q3 2022. 1,452 funds tracked by Wall St. Rank hold SHEL as of Q4 2025.

  • Itau Unibanco Holding S.A. reported no remaining Shell position as of Q4 2025 after selling out during the quarter.
  • Itau Unibanco Holding S.A. sold 596 Shell shares in Q4 2025, an estimated $42.6K.
  • Itau Unibanco Holding S.A. first reported a position in Shell in Q2 2022 and held it in 13 quarters.
  • Itau Unibanco Holding S.A.'s Shell position peaked at $12.9M in Q3 2022.
  • 1,452 funds tracked by Wall St. Rank held Shell as of Q4 2025.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q4 2025, filed 13 Feb 2026.