Evelyn Partners Investment Management’s Shopify SHOP Stock Holding History

Evelyn Partners Investment Management’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	$799K	Sell	6,735 -9,200	-58%	-$1.21M	0.02%	137
2025 Q4	$2.57M	Sell	15,935 -1,483	-9%	-$238K	0.07%	94
2025 Q3	$2.59M	Sell	17,418 -324	-2%	-$43.9K	0.07%	96
2025 Q2	$2.05M	Buy	17,742 +1,214	+7%	+$121K	0.06%	103
2025 Q1	$1.58M	Buy	16,528 +816	+5%	+$88.9K	0.05%	112
2024 Q4	$1.67M	Buy	+15,712	New	+$1.53M	0.05%	109

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

Evelyn Partners Investment Management's SHOP Position: Q1 2026 in Review

Evelyn Partners Investment Management reduced its Shopify (SHOP) stake by 58% in Q1 2026, selling an estimated $1.21M and leaving 6,735 shares worth $799K. The position accounts for 0.02% of the portfolio, ranked #137.

Evelyn Partners Investment Management first reported a position in SHOP in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.59M in Q3 2025. 1,727 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

Evelyn Partners Investment Management held 6,735 shares of Shopify worth $799K as of Q1 2026.
Evelyn Partners Investment Management sold 9,200 Shopify shares in Q1 2026, an estimated $1.21M.
Shopify made up 0.02% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #137 holding.
Evelyn Partners Investment Management first reported a position in Shopify in Q4 2024 and has held it in 6 quarters since.
Evelyn Partners Investment Management's Shopify position peaked at $2.59M in Q3 2025.
1,727 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Evelyn Partners Investment Management's 13F filing for Q1 2026, filed 15 May 2026.