1 North Wealth Services’s Shopify SHOP Stock Holding History

1 North Wealth Services’s Portfolio SHOP Stock Details SHOP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$79.5K	Hold	670	–	–	0.03%	76
2025 Q4	$108K	Hold	670	–	–	0.04%	74
2025 Q3	$99.6K	Hold	670	–	–	0.04%	69
2025 Q2	$77.3K	Hold	670	–	–	0.03%	76
2025 Q1	$64K	Buy	+670	New	+$73K	0.03%	78
2019 Q4	$54K	Buy	1,350 +680	+101%	+$23K	0.03%	87
2019 Q3	$21K	Buy	+670	New	+$22.9K	0.01%	113
2019 Q1	$14K	Hold	670	–	–	0.01%	131
2018 Q4	$9K	Buy	+670	New	+$9.43K	0.01%	153

Other funds holding SHOP

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

1 North Wealth Services's SHOP Position: Q1 2026 in Review

1 North Wealth Services held its Shopify (SHOP) position steady in Q1 2026 at 670 shares worth $79.5K. The position accounts for 0.03% of the portfolio, ranked #76.

1 North Wealth Services first reported a position in SHOP in Q4 2018 and has held it in 9 quarters since. The position peaked at $108K in Q4 2025. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

1 North Wealth Services held 670 shares of Shopify worth $79.5K as of Q1 2026.
1 North Wealth Services left its Shopify share count unchanged in Q1 2026.
Shopify made up 0.03% of 1 North Wealth Services's portfolio in Q1 2026, its #76 holding.
1 North Wealth Services first reported a position in Shopify in Q4 2018 and has held it in 9 quarters since.
1 North Wealth Services's Shopify position peaked at $108K in Q4 2025.
1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on 1 North Wealth Services's 13F filing for Q1 2026, filed 4 May 2026.