Aspen Investment Management’s Shopify SHOP Stock Holding History

Aspen Investment Management’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	–	Sell	-1,630	Closed	-$262K	–	179
2025 Q4	$262K	Buy	1,630 +35	+2%	+$5.62K	0.08%	168
2025 Q3	$237K	Buy	+1,595	New	+$216K	0.09%	145
2024 Q2	–	Sell	-8,155	Closed	-$629K	–	157
2024 Q1	$629K	Buy	8,155 +3,690	+83%	+$292K	0.32%	85
2023 Q4	$348K	Buy	+4,465	New	+$285K	0.19%	109
2021 Q4	–	Sell	-2,730	Closed	-$370K	–	144
2021 Q3	$370K	Buy	+2,730	New	+$409K	0.2%	111

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Aspen Investment Management's SHOP Position: Q1 2026 in Review

Aspen Investment Management sold out of Shopify (SHOP) in Q1 2026, closing a stake of 1,630 shares — an estimated $262K sold.

Aspen Investment Management first reported a position in SHOP in Q3 2021 and held it in 5 quarters. The position peaked at $629K in Q1 2024. 1,735 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

Aspen Investment Management reported no remaining Shopify position as of Q1 2026 after selling out during the quarter.
Aspen Investment Management sold 1,630 Shopify shares in Q1 2026, an estimated $262K.
Aspen Investment Management first reported a position in Shopify in Q3 2021 and held it in 5 quarters.
Aspen Investment Management's Shopify position peaked at $629K in Q1 2024.
1,735 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Aspen Investment Management's 13F filing for Q1 2026, filed 15 Apr 2026.