Aviso Financial’s Shopify SHOP Stock Holding History

Aviso Financial’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	$6.96M	Buy	58,686 +11,910	+25%	+$1.56M	0.25%	53
2025 Q4	$7.53M	Buy	46,776 +1,285	+3%	+$206K	0.29%	47
2025 Q3	$6.76M	Buy	45,491 +2,612	+6%	+$354K	0.27%	52
2025 Q2	$4.94M	Buy	42,879 +4,525	+12%	+$453K	0.22%	58
2025 Q1	$3.65M	Buy	38,354 +8,107	+27%	+$883K	0.18%	69
2024 Q4	$3.22M	Buy	30,247 +1,050	+4%	+$102K	0.16%	72
2024 Q3	$2.34M	Buy	29,197 +10,566	+57%	+$730K	0.12%	91
2024 Q2	$1.23M	Buy	+18,631	New	+$1.24M	0.07%	118

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

Aviso Financial's SHOP Position: Q1 2026 in Review

Aviso Financial increased its Shopify (SHOP) stake by 25% in Q1 2026, buying an estimated $1.56M and bringing the position to 58,686 shares worth $6.96M. The position accounts for 0.25% of the portfolio, ranked #53.

Aviso Financial first reported a position in SHOP in Q2 2024 and has held it in 8 quarters since. The position peaked at $7.53M in Q4 2025. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

Aviso Financial held 58,686 shares of Shopify worth $6.96M as of Q1 2026.
Aviso Financial bought 11,910 Shopify shares in Q1 2026, an estimated $1.56M.
Shopify made up 0.25% of Aviso Financial's portfolio in Q1 2026, its #53 holding.
Aviso Financial first reported a position in Shopify in Q2 2024 and has held it in 8 quarters since.
Aviso Financial's Shopify position peaked at $7.53M in Q4 2025.
1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Aviso Financial's 13F filing for Q1 2026, filed 14 May 2026.