United Financial Planning Group’s Shell SHEL Stock Holding History

United Financial Planning 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	$5.43K	Buy	+70	New	+$6.04K	﹤0.01%	353

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

United Financial Planning Group's SHEL Position: Q2 2026 in Review

United Financial Planning Group opened a new position in Shell (SHEL) in Q2 2026: 70 shares worth $5.43K. The stake represents ﹤0.01% of the portfolio and ranks #353 among its holdings.

1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

United Financial Planning Group held 70 shares of Shell worth $5.43K as of Q2 2026.
Shell was a new United Financial Planning Group position in Q2 2026.
Shell made up ﹤0.01% of United Financial Planning Group's portfolio in Q2 2026, its #353 holding.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.