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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
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
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

Lincluden Management's SHEL Position: Q1 2026 in Review

Lincluden Management reduced its Shell (SHEL) stake by 18% in Q1 2026, selling an estimated $604K and leaving 33,038 shares worth $3.07M. The position accounts for 0.33% of the portfolio, ranked #57.

Lincluden Management first reported a position in SHEL in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.29M in Q1 2025. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Lincluden Management held 33,038 shares of Shell worth $3.07M as of Q1 2026.
  • Lincluden Management sold 7,480 Shell shares in Q1 2026, an estimated $604K.
  • Shell made up 0.33% of Lincluden Management's portfolio in Q1 2026, its #57 holding.
  • Lincluden Management first reported a position in Shell in Q1 2025 and has held it in 5 quarters since.
  • Lincluden Management's Shell position peaked at $3.29M in Q1 2025.
  • 1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Lincluden Management's 13F filing for Q1 2026, filed 13 May 2026.