KOC
SHOP icon

Koss-Olinger Consulting’s Shopify SHOP Stock Holding History

Koss-Olinger Consulting’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
2025
Q4 		– Sell
-3,060
Closed -$353K – 308
2025
Q3 		$353K Hold
3,060
– – 0.03% 245
2025
Q2 		$353K Hold
3,060
– – 0.03% 246
2025
Q1 		$292K Buy
+3,060
New +$333K 0.02% 258

Other funds holding SHOP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Koss-Olinger Consulting's SHOP Position: Q4 2025 in Review

Koss-Olinger Consulting sold out of Shopify (SHOP) in Q4 2025, closing a stake of 3,060 shares — an estimated $353K sold.

Koss-Olinger Consulting first reported a position in SHOP in Q1 2025 and held it in 3 quarters. The position peaked at $353K in Q3 2025. 1,888 funds tracked by Wall St. Rank hold SHOP as of Q4 2025.

  • Koss-Olinger Consulting reported no remaining Shopify position as of Q4 2025 after selling out during the quarter.
  • Koss-Olinger Consulting sold 3,060 Shopify shares in Q4 2025, an estimated $353K.
  • Koss-Olinger Consulting first reported a position in Shopify in Q1 2025 and held it in 3 quarters.
  • Koss-Olinger Consulting's Shopify position peaked at $353K in Q3 2025.
  • 1,888 funds tracked by Wall St. Rank held Shopify as of Q4 2025.

Based on Koss-Olinger Consulting's 13F filing for Q4 2025, filed 10 Feb 2026.