KFS
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Kelly Financial Services’s Shopify SHOP Stock Holding History

Kelly Financial Services’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 		– Sell
-1,421
Closed -$229K – 136
2025
Q4 		$229K Buy
1,421
+15
+1% +$2.41K 0.06% 110
2025
Q3 		$209K Buy
+1,406
New +$191K 0.05% 114
2024
Q3 		– Sell
-1,663
Closed -$110K – 633
2024
Q2 		$110K Buy
1,663
+372
+29% +$24.7K 0.04% 142
2024
Q1 		$99.6K Sell
1,291
-16
-1% -$1.26K 0.04% 150
2023
Q4 		$102K Buy
1,307
+77
+6% +$4.92K 0.04% 137
2023
Q3 		$67.1K Sell
1,230
-59
-5% -$3.58K 0.03% 158
2023
Q2 		$83.3K Sell
1,289
-216
-14% -$12.2K 0.04% 138
2023
Q1 		$72.2K Sell
1,505
-66
-4% -$2.9K 0.04% 144
2022
Q4 		$54.5K Buy
1,571
+340
+28% +$11.6K 0.03% 160
2022
Q3 		$33.2K Sell
1,231
-279
-18% -$9.49K 0.02% 198
2022
Q2 		$47.2K Buy
1,510
+420
+39% +$17.9K 0.02% 169
2022
Q1 		$73.7K Buy
+1,090
New +$89.5K 0.03% 140

Other funds holding SHOP

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Kelly Financial Services's SHOP Position: Q1 2026 in Review

Kelly Financial Services sold out of Shopify (SHOP) in Q1 2026, closing a stake of 1,421 shares — an estimated $229K sold.

Kelly Financial Services first reported a position in SHOP in Q1 2022 and held it in 12 quarters. The position peaked at $229K in Q4 2025. 1,729 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • Kelly Financial Services reported no remaining Shopify position as of Q1 2026 after selling out during the quarter.
  • Kelly Financial Services sold 1,421 Shopify shares in Q1 2026, an estimated $229K.
  • Kelly Financial Services first reported a position in Shopify in Q1 2022 and held it in 12 quarters.
  • Kelly Financial Services's Shopify position peaked at $229K in Q4 2025.
  • 1,729 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Kelly Financial Services's 13F filing for Q1 2026, filed 13 Apr 2026.