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United Capital Financial Advisors’s Shell SHEL Stock Holding History

United Capital Financial Advisors’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 		$3.85M Sell
41,349
-538
-1% -$43.5K 0.02% 415
2025
Q4 		$3.08M Buy
41,887
+16,006
+62% +$1.18M 0.02% 440
2025
Q3 		$1.85M Sell
25,881
-3,130
-11% -$225K 0.01% 488
2025
Q2 		$2.04M Buy
29,011
+1,703
+6% +$114K 0.02% 439
2025
Q1 		$2M Buy
27,308
+1,337
+5% +$90.1K 0.02% 427
2024
Q4 		$1.63M Sell
25,971
-2,798
-10% -$183K 0.01% 461
2024
Q3 		$1.9M Buy
28,769
+680
+2% +$48.2K 0.02% 431
2024
Q2 		$2.03M Sell
28,089
-11,501
-29% -$822K 0.02% 401
2024
Q1 		$2.65M Sell
39,590
-4,061
-9% -$260K 0.02% 378
2023
Q4 		$2.87M Sell
43,651
-14,952
-26% -$981K 0.02% 356
2023
Q3 		$3.77M Sell
58,603
-5,613
-9% -$349K 0.02% 338
2023
Q2 		$3.88M Sell
64,216
-3,558
-5% -$214K 0.02% 350
2023
Q1 		$3.9M Sell
67,774
-10,593
-14% -$623K 0.02% 352
2022
Q4 		$4.46M Sell
78,367
-2,895
-4% -$160K 0.03% 345
2022
Q3 		$4.04M Sell
81,262
-2,301
-3% -$119K 0.02% 354
2022
Q2 		$4.37M Buy
83,563
+768
+0.9% +$43.1K 0.02% 357
2022
Q1 		$4.55M Buy
+82,795
New +$4.4M 0.02% 377

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 Capital Financial Advisors's SHEL Position: Q1 2026 in Review

United Capital Financial Advisors reduced its Shell (SHEL) stake by 1.3% in Q1 2026, selling an estimated $43.5K and leaving 41,349 shares worth $3.85M. The position accounts for 0.02% of the portfolio, ranked #415.

United Capital Financial Advisors first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. The position peaked at $4.55M in Q1 2022. 1,585 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • United Capital Financial Advisors held 41,349 shares of Shell worth $3.85M as of Q1 2026.
  • United Capital Financial Advisors sold 538 Shell shares in Q1 2026, an estimated $43.5K.
  • Shell made up 0.02% of United Capital Financial Advisors's portfolio in Q1 2026, its #415 holding.
  • United Capital Financial Advisors first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
  • United Capital Financial Advisors's Shell position peaked at $4.55M in Q1 2022.
  • 1,585 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.