Key Financial Inc’s Shopify SHOP Stock Holding History

Key Financial Inc’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	$38K	Sell	320 -2	-0.6%	-$263	0.01%	590
2025 Q4	$51.8K	Sell	322 -24	-7%	-$3.85K	0.01%	505
2025 Q3	$51.8K	Buy	346 +2	+0.6%	+$271	0.01%	512
2025 Q2	$39.7K	Hold	344	–	–	0.01%	547
2025 Q1	$32.8K	Hold	344	–	–	0.01%	555
2024 Q4	$36.6K	Buy	344 +24	+8%	+$2.33K	0.01%	532
2024 Q3	$25.6K	Hold	320	–	–	0.01%	597
2024 Q2	$21.1K	Hold	320	–	–	0.01%	628
2024 Q1	$24.7K	Hold	320	–	–	0.01%	571
2023 Q4	$24.9K	Hold	320	–	–	0.01%	549
2023 Q3	$17.5K	Hold	320	–	–	0.01%	593
2023 Q2	$20.7K	Buy	320 +100	+45%	+$5.65K	0.01%	570
2023 Q1	$10.5K	Buy	220 +150	+214%	+$6.6K	﹤0.01%	666
2022 Q4	$1.89K	Hold	70	–	–	﹤0.01%	961
2022 Q3	$2K	Sell	70 -200	-74%	-$6.8K	﹤0.01%	972
2022 Q2	$8K	Sell	270 -440	-62%	-$18.8K	﹤0.01%	697
2022 Q1	$48K	Buy	710 +440	+163%	+$36.1K	0.02%	367
2021 Q4	$37K	Hold	270	–	–	0.02%	389
2021 Q3	$37K	Hold	270	–	–	0.02%	383
2021 Q2	$41K	Buy	270 +200	+286%	+$24.6K	0.02%	378
2021 Q1	$8K	Hold	70	–	–	0.01%	532
2020 Q4	$8K	Buy	+70	New	+$7.35K	0.01%	494
2020 Q2	–	Sell	-780	Closed	-$34K	–	528
2020 Q1	$34K	Buy	+780	New	+$35.2K	0.03%	262

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

Key Financial Inc's SHOP Position: Q1 2026 in Review

Key Financial Inc reduced its Shopify (SHOP) stake by 0.62% in Q1 2026, selling an estimated $263 and leaving 320 shares worth $38K. The position accounts for 0.01% of the portfolio, ranked #590.

Key Financial Inc first reported a position in SHOP in Q1 2020 and has held it in 23 quarters since. The position peaked at $51.8K in Q4 2025. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

Key Financial Inc held 320 shares of Shopify worth $38K as of Q1 2026.
Key Financial Inc sold 2 Shopify shares in Q1 2026, an estimated $263.
Shopify made up 0.01% of Key Financial Inc's portfolio in Q1 2026, its #590 holding.
Key Financial Inc first reported a position in Shopify in Q1 2020 and has held it in 23 quarters since.
Key Financial Inc's Shopify position peaked at $51.8K in Q4 2025.
1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.