Fort Sheridan Advisors’s Shopify SHOP Stock Holding History

Fort Sheridan 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	$371K	Sell	3,131 -134	-4%	-$17.6K	0.04%	211
2025 Q4	$526K	Buy	3,265 +30	+0.9%	+$4.82K	0.07%	162
2025 Q3	$481K	Buy	3,235 +25	+0.8%	+$3.39K	0.06%	170
2025 Q2	$370K	Hold	3,210	–	–	0.05%	188
2025 Q1	$306K	Hold	3,210	–	–	0.05%	199
2024 Q4	$341K	Sell	3,210 -82	-2%	-$7.97K	0.05%	189
2024 Q3	$264K	Buy	3,292 +82	+3%	+$5.66K	0.04%	210
2024 Q2	$212K	Hold	3,210	–	–	0.03%	218
2024 Q1	$248K	Hold	3,210	–	–	0.05%	172
2023 Q4	$250K	Buy	+3,210	New	+$205K	0.05%	167
2023 Q3	–	Sell	-3,110	Closed	-$201K	–	203
2023 Q2	$201K	Buy	+3,110	New	+$176K	0.05%	190

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

Fort Sheridan Advisors's SHOP Position: Q1 2026 in Review

Fort Sheridan Advisors reduced its Shopify (SHOP) stake by 4.1% in Q1 2026, selling an estimated $17.6K and leaving 3,131 shares worth $371K. The position accounts for 0.04% of the portfolio, ranked #211.

Fort Sheridan Advisors first reported a position in SHOP in Q2 2023 and has held it in 11 quarters since. The position peaked at $526K in Q4 2025. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

Fort Sheridan Advisors held 3,131 shares of Shopify worth $371K as of Q1 2026.
Fort Sheridan Advisors sold 134 Shopify shares in Q1 2026, an estimated $17.6K.
Shopify made up 0.04% of Fort Sheridan Advisors's portfolio in Q1 2026, its #211 holding.
Fort Sheridan Advisors first reported a position in Shopify in Q2 2023 and has held it in 11 quarters since.
Fort Sheridan Advisors's Shopify position peaked at $526K in Q4 2025.
1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Fort Sheridan Advisors's 13F filing for Q1 2026, filed 6 May 2026.