Chevy Chase Trust’s Shopify SHOP Stock Holding History

Chevy Chase Trust’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	$489K	Buy	4,126 +40	+1%	+$5.26K	﹤0.01%	600
2025 Q4	$658K	Sell	4,086 -149	-4%	-$23.9K	﹤0.01%	592
2025 Q3	$629K	Buy	4,235 +470	+12%	+$63.7K	﹤0.01%	585
2025 Q2	$434K	Buy	+3,765	New	+$377K	﹤0.01%	599
2025 Q1	–	Sell	-2,005	Closed	-$213K	–	647
2024 Q4	$213K	Buy	+2,005	New	+$195K	﹤0.01%	627
2020 Q3	–	Sell	-2,830	Closed	-$269K	–	645
2020 Q2	$269K	Buy	+2,830	New	+$196K	﹤0.01%	615
2020 Q1	–	Sell	-2,680	Closed	-$107K	–	957
2019 Q4	$107K	Buy	+2,680	New	+$90.6K	﹤0.01%	717

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

Chevy Chase Trust's SHOP Position: Q1 2026 in Review

Chevy Chase Trust increased its Shopify (SHOP) stake by 0.98% in Q1 2026, buying an estimated $5.26K and bringing the position to 4,126 shares worth $489K. The position accounts for ﹤0.01% of the portfolio, ranked #600.

Chevy Chase Trust first reported a position in SHOP in Q4 2019 and has held it in 7 quarters since. The position peaked at $658K in Q4 2025. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

Chevy Chase Trust held 4,126 shares of Shopify worth $489K as of Q1 2026.
Chevy Chase Trust bought 40 Shopify shares in Q1 2026, an estimated $5.26K.
Shopify made up ﹤0.01% of Chevy Chase Trust's portfolio in Q1 2026, its #600 holding.
Chevy Chase Trust first reported a position in Shopify in Q4 2019 and has held it in 7 quarters since.
Chevy Chase Trust's Shopify position peaked at $658K in Q4 2025.
1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Chevy Chase Trust's 13F filing for Q1 2026, filed 15 May 2026.