Evermay Wealth Management’s Shopify SHOP Stock Holding History

Evermay Wealth 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	$89.6K	Hold	755	–	–	0.01%	263
2025 Q4	$122K	Sell	755 -278	-27%	-$44.6K	0.01%	242
2025 Q3	$154K	Hold	1,033	–	–	0.02%	220
2025 Q2	$119K	Hold	1,033	–	–	0.01%	244
2025 Q1	$98.6K	Hold	1,033	–	–	0.01%	260
2024 Q4	$110K	Hold	1,033	–	–	0.02%	249
2024 Q3	$82.8K	Sell	1,033 -2,517	-71%	-$174K	0.01%	285
2024 Q2	$234K	Hold	3,550	–	–	0.04%	182
2024 Q1	$274K	Sell	3,550 -150	-4%	-$11.8K	0.04%	172
2023 Q4	$288K	Hold	3,700	–	–	0.05%	150
2023 Q3	$202K	Hold	3,700	–	–	0.04%	169
2023 Q2	$239K	Buy	3,700 +2,000	+118%	+$113K	0.05%	160
2023 Q1	$81.5K	Buy	1,700 +900	+113%	+$39.6K	0.02%	255
2022 Q4	$27.8K	Buy	+800	New	+$27.3K	0.01%	342
2022 Q2	–	Sell	-170	Closed	-$11K	–	561
2022 Q1	$11K	Sell	170 -110	-39%	-$9.03K	﹤0.01%	416
2021 Q4	$39K	Sell	280 -120	-30%	-$17.5K	0.01%	304
2021 Q3	$54K	Buy	+400	New	+$59.9K	0.01%	255

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

Evermay Wealth Management's SHOP Position: Q1 2026 in Review

Evermay Wealth Management held its Shopify (SHOP) position steady in Q1 2026 at 755 shares worth $89.6K. The position accounts for 0.01% of the portfolio, ranked #263.

Evermay Wealth Management first reported a position in SHOP in Q3 2021 and has held it in 17 quarters since. The position peaked at $288K in Q4 2023. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

Evermay Wealth Management held 755 shares of Shopify worth $89.6K as of Q1 2026.
Evermay Wealth Management left its Shopify share count unchanged in Q1 2026.
Shopify made up 0.01% of Evermay Wealth Management's portfolio in Q1 2026, its #263 holding.
Evermay Wealth Management first reported a position in Shopify in Q3 2021 and has held it in 17 quarters since.
Evermay Wealth Management's Shopify position peaked at $288K in Q4 2023.
1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.