Lincluden Management’s Shell SHEL Stock Holding History

Lincluden Management’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	$3.95M	Buy	50,952 +17,914	+54%	+$1.55M	0.39%	51
2026 Q1	$3.07M	Sell	33,038 -7,480	-18%	-$604K	0.33%	57
2025 Q4	$2.98M	Sell	40,518 -3,438	-8%	-$253K	0.25%	59
2025 Q3	$3.14M	Sell	43,956 -182	-0.4%	-$13.1K	0.35%	58
2025 Q2	$3.11M	Sell	44,138 -736	-2%	-$49.3K	0.34%	53
2025 Q1	$3.29M	Buy	+44,874	New	+$3.02M	0.42%	49

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

Lincluden Management's SHEL Position: Q2 2026 in Review

Lincluden Management increased its Shell (SHEL) stake by 54% in Q2 2026, buying an estimated $1.55M and bringing the position to 50,952 shares worth $3.95M. The position accounts for 0.39% of the portfolio, ranked #51.

Lincluden Management first reported a position in SHEL in Q1 2025 and has held it in 6 quarters since. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Lincluden Management held 50,952 shares of Shell worth $3.95M as of Q2 2026.
Lincluden Management bought 17,914 Shell shares in Q2 2026, an estimated $1.55M.
Shell made up 0.39% of Lincluden Management's portfolio in Q2 2026, its #51 holding.
Lincluden Management first reported a position in Shell in Q1 2025 and has held it in 6 quarters since.
1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Lincluden Management's 13F filing for Q2 2026, filed 24 Jul 2026.