BFC
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Bedel Financial Consulting’s Shopify SHOP Stock Holding History

Bedel Financial Consulting’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 		$386K Buy
3,250
+100
+3% +$13.1K 0.04% 196
2025
Q4 		$507K Sell
3,150
-313
-9% -$50.3K 0.05% 162
2025
Q3 		$515K Hold
3,463
– – 0.07% 159
2025
Q2 		$399K Hold
3,463
– – 0.05% 177
2025
Q1 		$325K Hold
3,463
– – 0.05% 199
2024
Q4 		$422K Sell
3,463
-744
-18% -$72.4K 0.06% 167
2024
Q3 		$337K Sell
4,207
-556
-12% -$38.4K 0.05% 192
2024
Q2 		$315K Buy
+4,763
New +$316K 0.05% 189
2022
Q2 		– Sell
-1,670
Closed -$113K – 762
2022
Q1 		$113K Hold
1,670
– – 0.04% 253
2021
Q4 		$230K Hold
1,670
– – 0.07% 177
2021
Q3 		$226K Hold
1,670
– – 0.08% 170
2021
Q2 		$244K Hold
1,670
– – 0.08% 160
2021
Q1 		$185K Buy
1,670
+490
+42% +$59.2K 0.07% 180
2020
Q4 		$134K Hold
1,180
– – 0.06% 190
2020
Q3 		$121K Buy
1,180
+20
+2% +$1.99K 0.06% 182
2020
Q2 		$110K Hold
1,160
– – 0.06% 184
2020
Q1 		$48K Hold
1,160
– – 0.03% 273
2019
Q4 		$46K Hold
1,160
– – 0.03% 300
2019
Q3 		$36K Hold
1,160
– – 0.02% 321
2019
Q2 		$35K Hold
1,160
– – 0.02% 324
2019
Q1 		$24K Hold
1,160
– – 0.02% 371
2018
Q4 		$16K Hold
1,160
– – 0.01% 393
2018
Q3 		$16K Hold
1,160
– – 0.01% 415
2018
Q2 		$17K Hold
1,160
– – 0.01% 402
2018
Q1 		$14K Buy
+1,160
New +$15K 0.01% 429

Other funds holding SHOP

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Bedel Financial Consulting's SHOP Position: Q1 2026 in Review

Bedel Financial Consulting increased its Shopify (SHOP) stake by 3.2% in Q1 2026, buying an estimated $13.1K and bringing the position to 3,250 shares worth $386K. The position accounts for 0.04% of the portfolio, ranked #196.

Bedel Financial Consulting first reported a position in SHOP in Q1 2018 and has held it in 25 quarters since. The position peaked at $515K in Q3 2025. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • Bedel Financial Consulting held 3,250 shares of Shopify worth $386K as of Q1 2026.
  • Bedel Financial Consulting bought 100 Shopify shares in Q1 2026, an estimated $13.1K.
  • Shopify made up 0.04% of Bedel Financial Consulting's portfolio in Q1 2026, its #196 holding.
  • Bedel Financial Consulting first reported a position in Shopify in Q1 2018 and has held it in 25 quarters since.
  • Bedel Financial Consulting's Shopify position peaked at $515K in Q3 2025.
  • 1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Bedel Financial Consulting's 13F filing for Q1 2026, filed 4 May 2026.