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 Q2	$76.5K	Hold	670	–	–	0.03%	78
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 $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

1 North Wealth Services's SHOP Position: Q2 2026 in Review

1 North Wealth Services held its Shopify (SHOP) position steady in Q2 2026 at 670 shares worth $76.5K. The position accounts for 0.03% of the portfolio, ranked #78.

1 North Wealth Services first reported a position in SHOP in Q4 2018 and has held it in 10 quarters since. The position peaked at $108K in Q4 2025. 1,718 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

1 North Wealth Services held 670 shares of Shopify worth $76.5K as of Q2 2026.
1 North Wealth Services left its Shopify share count unchanged in Q2 2026.
Shopify made up 0.03% of 1 North Wealth Services's portfolio in Q2 2026, its #78 holding.
1 North Wealth Services first reported a position in Shopify in Q4 2018 and has held it in 10 quarters since.
1 North Wealth Services's Shopify position peaked at $108K in Q4 2025.
1,718 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on 1 North Wealth Services's 13F filing for Q2 2026, filed 3 Aug 2026.