Union Savings Bank’s Shell SHEL Stock Holding History

Union Savings Bank’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	$77.8K	Hold	1,004	–	–	0.03%	194
2026 Q1	$93.4K	Sell	1,004 -245	-20%	-$19.8K	0.04%	178
2025 Q4	$91.8K	Buy	+1,249	New	+$92K	0.04%	184
2025 Q2	$90.2K	Hold	1,249	–	–	0.04%	186
2025 Q1	$91.5K	Hold	1,249	–	–	0.04%	184
2024 Q4	$78.2K	Hold	1,249	–	–	0.04%	198
2024 Q3	$82.4K	Sell	1,249 -180	-13%	-$12.7K	0.04%	196
2024 Q2	$103K	Hold	1,429	–	–	0.05%	177
2024 Q1	$95.8K	Hold	1,429	–	–	0.05%	180
2023 Q4	$94K	Hold	1,429	–	–	0.05%	180
2023 Q3	$92K	Hold	1,429	–	–	0.06%	174
2023 Q2	$88.1K	Buy	+1,429	New	+$85.8K	0.05%	178

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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 Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Union Savings Bank's SHEL Position: Q2 2026 in Review

Union Savings Bank held its Shell (SHEL) position steady in Q2 2026 at 1,004 shares worth $77.8K. The position accounts for 0.03% of the portfolio, ranked #194.

Union Savings Bank first reported a position in SHEL in Q2 2023 and has held it in 12 quarters since. The position peaked at $103K in Q2 2024. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Union Savings Bank held 1,004 shares of Shell worth $77.8K as of Q2 2026.
Union Savings Bank left its Shell share count unchanged in Q2 2026.
Shell made up 0.03% of Union Savings Bank's portfolio in Q2 2026, its #194 holding.
Union Savings Bank first reported a position in Shell in Q2 2023 and has held it in 12 quarters since.
Union Savings Bank's Shell position peaked at $103K in Q2 2024.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Union Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.