UBS Group
SHEL icon

UBS Group’s Shell SHEL Stock Holding History

UBS Group’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 		$25.6M Sell
330,300
-115,000
-26% -$9.93M ﹤0.01% 2430
2026
Q1 		$41.4M Buy
445,300
+22,700
+5% +$1.83M 0.01% 1836
2025
Q4 		$31.1M Buy
422,600
+151,000
+56% +$11.1M 0.01% 2142
2025
Q3 		$19.4M Buy
271,600
+46,400
+21% +$3.34M ﹤0.01% 2599
2025
Q2 		$15.9M Sell
225,200
-137,700
-38% -$9.23M ﹤0.01% 2623
2025
Q1 		$26.6M Buy
362,900
+70,200
+24% +$4.73M ﹤0.01% 2079
2024
Q4 		$18.3M Hold
292,700
– – ﹤0.01% 2420
2024
Q3 		$19.3M Buy
292,700
+105,000
+56% +$7.44M ﹤0.01% 1860
2024
Q2 		$13.5M Buy
+187,700
New +$13.4M ﹤0.01% 1992
2022
Q2 		– Sell
-57,600
Closed -$3.16M – 10871
2022
Q1 		$3.16M Buy
+57,600
New +$3.06M ﹤0.01% 3010

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

UBS Group's SHEL Position: Q2 2026 in Review

UBS Group reduced its Shell (SHEL) stake by 14% in Q2 2026, selling an estimated $22.7M and leaving 1,648,969 shares worth $128M. The position accounts for 0.02% of the portfolio, ranked #958.

UBS Group first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $213M in Q4 2024. 1,531 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • UBS Group held 1,648,969 shares of Shell worth $128M as of Q2 2026.
  • UBS Group sold 262,710 Shell shares in Q2 2026, an estimated $22.7M.
  • Shell made up 0.02% of UBS Group's portfolio in Q2 2026, its #958 holding.
  • UBS Group first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
  • UBS Group's Shell position peaked at $213M in Q4 2024.
  • 1,531 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.