BFG
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Berger Financial Group’s Shopify SHOP Stock Holding History

Berger Financial Group’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
-1,433
Closed -$231K – 498
2025
Q4 		$231K Sell
1,433
-175
-11% -$28.1K 0.01% 422
2025
Q3 		$239K Buy
+1,608
New +$218K 0.01% 394
2022
Q1 		– Sell
-1,460
Closed -$201K – 285
2021
Q4 		$201K Buy
+1,460
New +$213K 0.03% 252

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

Berger Financial Group's SHOP Position: Q1 2026 in Review

Berger Financial Group sold out of Shopify (SHOP) in Q1 2026, closing a stake of 1,433 shares — an estimated $231K sold.

Berger Financial Group first reported a position in SHOP in Q4 2021 and held it in 3 quarters. The position peaked at $239K in Q3 2025. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • Berger Financial Group reported no remaining Shopify position as of Q1 2026 after selling out during the quarter.
  • Berger Financial Group sold 1,433 Shopify shares in Q1 2026, an estimated $231K.
  • Berger Financial Group first reported a position in Shopify in Q4 2021 and held it in 3 quarters.
  • Berger Financial Group's Shopify position peaked at $239K in Q3 2025.
  • 1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.