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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
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 $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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

United Advisor Group's SHEL Position: Q1 2026 in Review

United Advisor Group increased its Shell (SHEL) stake by 7% in Q1 2026, buying an estimated $18K and bringing the position to 3,421 shares worth $318K. The position accounts for 0.04% of the portfolio, ranked #381.

United Advisor Group first reported a position in SHEL in Q4 2025 and has held it in 2 quarters since. 1,585 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • United Advisor Group held 3,421 shares of Shell worth $318K as of Q1 2026.
  • United Advisor Group bought 223 Shell shares in Q1 2026, an estimated $18K.
  • Shell made up 0.04% of United Advisor Group's portfolio in Q1 2026, its #381 holding.
  • United Advisor Group first reported a position in Shell in Q4 2025 and has held it in 2 quarters since.
  • 1,585 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.