UAG
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United Advisor Group’s Shell SHEL Stock Holding History

United Advisor 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 		$268K Buy
3,463
+42
+1% +$3.63K 0.03% 449
2026
Q1 		$318K Buy
3,421
+223
+7% +$18K 0.04% 381
2025
Q4 		$235K Buy
+3,198
New +$236K 0.03% 437

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

United Advisor Group's SHEL Position: Q2 2026 in Review

United Advisor Group increased its Shell (SHEL) stake by 1.2% in Q2 2026, buying an estimated $3.63K and bringing the position to 3,463 shares worth $268K. The position accounts for 0.03% of the portfolio, ranked #449.

United Advisor Group first reported a position in SHEL in Q4 2025 and has held it in 3 quarters since. The position peaked at $318K in Q1 2026. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • United Advisor Group held 3,463 shares of Shell worth $268K as of Q2 2026.
  • United Advisor Group bought 42 Shell shares in Q2 2026, an estimated $3.63K.
  • Shell made up 0.03% of United Advisor Group's portfolio in Q2 2026, its #449 holding.
  • United Advisor Group first reported a position in Shell in Q4 2025 and has held it in 3 quarters since.
  • United Advisor Group's Shell position peaked at $318K in Q1 2026.
  • 1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.