Choate Investment Advisors’s Shopify SHOP Stock Holding History

Choate Investment Advisors’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	$426K	Buy	3,593 +38	+1%	+$4.99K	0.01%	319
2025 Q4	$572K	Buy	3,555 +174	+5%	+$27.9K	0.01%	291
2025 Q3	$502K	Buy	3,381 +114	+3%	+$15.5K	0.01%	282
2025 Q2	$377K	Sell	3,267 -1,207	-27%	-$121K	0.01%	302
2025 Q1	$427K	Sell	4,474 -1,103	-20%	-$120K	0.01%	276
2024 Q4	$593K	Buy	+5,577	New	+$542K	0.01%	247
2023 Q4	–	Sell	-11,415	Closed	-$623K	–	452
2023 Q3	$623K	Buy	+11,415	New	+$692K	0.02%	220

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

Choate Investment Advisors's SHOP Position: Q1 2026 in Review

Choate Investment Advisors increased its Shopify (SHOP) stake by 1.1% in Q1 2026, buying an estimated $4.99K and bringing the position to 3,593 shares worth $426K. The position accounts for 0.01% of the portfolio, ranked #319.

Choate Investment Advisors first reported a position in SHOP in Q3 2023 and has held it in 7 quarters since. The position peaked at $623K in Q3 2023. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

Choate Investment Advisors held 3,593 shares of Shopify worth $426K as of Q1 2026.
Choate Investment Advisors bought 38 Shopify shares in Q1 2026, an estimated $4.99K.
Shopify made up 0.01% of Choate Investment Advisors's portfolio in Q1 2026, its #319 holding.
Choate Investment Advisors first reported a position in Shopify in Q3 2023 and has held it in 7 quarters since.
Choate Investment Advisors's Shopify position peaked at $623K in Q3 2023.
1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Choate Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.