MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd SHEL — SHELL PLC

Ownership history in MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd  ·  7 quarters on record

AI Ownership Summary

MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd reported SHELL PLC (SHEL) in 7 quarterly 13F filings from 2025 Q1 through 2026 Q3. Peak portfolio weight reached 0.46% in 2026 Q3. The latest visible filing shows SHEL at 0.46% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SHEL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd's position in SHELL PLC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

SHEL was reported at 0.46% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.46% in 2026 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SHEL stock page MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd fund profile MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd full holdings
How MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd held SHEL — position size vs. price
% of Fund (quarterly)    SHEL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 49,772 -1,180 -2.3% 0.46% $5K 2026-10-28 $105.19
2026 Q2 ADDED — — — 50,952 +17,914 +54.2% 0.39% $4K 2026-07-24 $87.61
2026 Q1 REDUCED 18.5% -16.6% ✅ 33,038 -7,480 -18.5% 0.33% $3K 2026-05-13 $83.44
2025 Q4 REDUCED 7.8% +27.7% ❌ 40,518 -3,438 -7.8% 0.25% $3.0M 2026-01-30 $74.97
2025 Q3 REDUCED — — — 43,956 -182 -0.4% 0.35% $3.1M 2025-11-14 $73.74
2025 Q2 REDUCED — — — 44,138 -736 -1.6% 0.34% $3.1M 2025-07-25 $68.72
2025 Q1 INITIATED — — — 44,874 — — 0.42% $3.3M 2025-05-06 $61.49

🏢 Other funds also holding SHEL

As of 2026 Q3 — sorted by position size

Drum Hill Capital, LLC 4.52% PENN DAVIS MCFARLAND INC 3Y 7Y 3.97% American Assets Investment Management, LLC 3Y 7Y 3.82% Eastover Investment Advisors LLC 3Y 7Y 3.68% Eldred Rock Partners, LLC 3.47% Israel Discount Bank of New York 3Y 7Y 3.05% Hedges Asset Management LLC 3Y 2.98% Accordant Advisory Group Inc 2.64% Brookmont Capital Management 3Y 7Y 2.61% Mondrian Investment Partners LTD 3Y 7Y 2.29%

FAQ About MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd and SHEL

These are the practical questions this page is built to answer before you even open the full history table.

How long has MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd reported owning SHEL?

MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd reported SHEL across 7 quarterly 13F filings, from 2025 Q1 through 2026 Q3.

What was the largest reported SHEL position in MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd's portfolio?

The largest reported portfolio weight for SHEL was 0.46% in 2026 Q3.

What is the latest reported SHEL position on this page?

The most recent filing on this page is 2026 Q3, when MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd reported 49,772 shares, equal to 0.46% of portfolio, with an estimated market value of $5K.

What does the chart on this SHEL ownership page compare?

The chart compares MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd's quarterly SHEL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd time their SHEL position?

Based on 13F filing dates vs. subsequent SHEL price moves, MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd correctly timed 2 out of 6 reported position changes (33%). The annualised alpha on SHEL relative to SPY over the holding period was +14.2%.

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