KA
SHOP icon

Kercheville Advisors’s Shopify SHOP Stock Holding History

Kercheville 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 		$813K Sell
6,850
-510
-7% -$67K 0.26% 55
2025
Q4 		$1.01M Sell
7,360
-195
-3% -$31.3K 0.27% 63
2025
Q3 		$1.12M Sell
7,555
-50
-0.7% -$6.78K 0.34% 52
2025
Q2 		$877K Sell
7,605
-1,650
-18% -$165K 0.3% 54
2025
Q1 		$884K Buy
9,255
+400
+5% +$43.6K 0.36% 47
2024
Q4 		$942K Sell
8,855
-1,400
-14% -$136K 0.37% 47
2024
Q3 		$822K Sell
10,255
-230
-2% -$15.9K 0.35% 48
2024
Q2 		$693K Sell
10,485
-16,750
-62% -$1.11M 0.3% 47
2024
Q1 		$2.1M Buy
27,235
+5,850
+27% +$462K 0.99% 26
2023
Q4 		$1.67M Buy
21,385
+8,600
+67% +$549K 0.94% 29
2023
Q3 		$698K Buy
12,785
+3,345
+35% +$203K 0.44% 39
2023
Q2 		$610K Buy
9,440
+1,225
+15% +$69.2K 0.37% 44
2023
Q1 		$394K Buy
8,215
+335
+4% +$14.7K 0.27% 45
2022
Q4 		$274K Sell
7,880
-250
-3% -$8.54K 0.19% 59
2022
Q3 		$219K Buy
+8,130
New +$277K 0.22% 62
2022
Q2 		– Sell
-10,500
Closed -$710K – 107
2022
Q1 		$710K Sell
10,500
-5,710
-35% -$469K 0.34% 56
2021
Q4 		$2.23M Buy
16,210
+1,920
+13% +$281K 0.97% 26
2021
Q3 		$1.94M Buy
14,290
+510
+4% +$76.4K 0.92% 27
2021
Q2 		$2.01M Sell
13,780
-500
-4% -$61.6K 0.93% 28
2021
Q1 		$1.59M Sell
14,280
-10
-0.1% -$1.21K 0.8% 37
2020
Q4 		$1.62M Buy
+14,290
New +$1.5M 0.88% 32

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 $97.9B AUM 20.73% 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

Kercheville Advisors's SHOP Position: Q1 2026 in Review

Kercheville Advisors reduced its Shopify (SHOP) stake by 6.9% in Q1 2026, selling an estimated $67K and leaving 6,850 shares worth $813K. The position accounts for 0.26% of the portfolio, ranked #55.

Kercheville Advisors first reported a position in SHOP in Q4 2020 and has held it in 21 quarters since. The position peaked at $2.23M in Q4 2021. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • Kercheville Advisors held 6,850 shares of Shopify worth $813K as of Q1 2026.
  • Kercheville Advisors sold 510 Shopify shares in Q1 2026, an estimated $67K.
  • Shopify made up 0.26% of Kercheville Advisors's portfolio in Q1 2026, its #55 holding.
  • Kercheville Advisors first reported a position in Shopify in Q4 2020 and has held it in 21 quarters since.
  • Kercheville Advisors's Shopify position peaked at $2.23M in Q4 2021.
  • 1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Kercheville Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.