MCF Advisors’s Shopify SHOP Stock Holding History

MCF 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	$514K	Sell	4,329 -97	-2%	-$12.7K	0.02%	251
2025 Q4	$712K	Buy	4,426 +2,586	+141%	+$415K	0.04%	165
2025 Q3	$273K	Hold	1,840	–	–	0.02%	215
2025 Q2	$212K	Hold	1,840	–	–	0.01%	230
2025 Q1	$176K	Hold	1,840	–	–	0.01%	240
2024 Q4	$196K	Hold	1,840	–	–	0.01%	235
2024 Q3	$147K	Hold	1,840	–	–	0.01%	270
2024 Q2	$122K	Sell	1,840 -280	-13%	-$18.6K	0.01%	281
2024 Q1	$164K	Buy	2,120 +280	+15%	+$22.1K	0.01%	249
2023 Q4	$143K	Hold	1,840	–	–	0.01%	258
2023 Q3	$100K	Hold	1,840	–	–	0.01%	289
2023 Q2	$119K	Hold	1,840	–	–	0.01%	265
2023 Q1	$88.2K	Hold	1,840	–	–	0.01%	298
2022 Q4	$63.9K	Hold	1,840	–	–	0.01%	320
2022 Q3	$50K	Hold	1,840	–	–	0.01%	343
2022 Q2	$57K	Hold	1,840	–	–	0.01%	301
2022 Q1	$124K	Buy	+1,840	New	+$151K	0.01%	238
2021 Q4	–	Sell	-1,300	Closed	-$176K	–	570
2021 Q3	$176K	Buy	1,300 +1,000	+333%	+$150K	0.02%	196
2021 Q2	$44K	Hold	300	–	–	﹤0.01%	306
2021 Q1	$33K	Hold	300	–	–	﹤0.01%	316
2020 Q4	$34K	Buy	+300	New	+$31.5K	﹤0.01%	282

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

MCF Advisors's SHOP Position: Q1 2026 in Review

MCF Advisors reduced its Shopify (SHOP) stake by 2.2% in Q1 2026, selling an estimated $12.7K and leaving 4,329 shares worth $514K. The position accounts for 0.02% of the portfolio, ranked #251.

MCF Advisors first reported a position in SHOP in Q4 2020 and has held it in 21 quarters since. The position peaked at $712K in Q4 2025. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

MCF Advisors held 4,329 shares of Shopify worth $514K as of Q1 2026.
MCF Advisors sold 97 Shopify shares in Q1 2026, an estimated $12.7K.
Shopify made up 0.02% of MCF Advisors's portfolio in Q1 2026, its #251 holding.
MCF Advisors first reported a position in Shopify in Q4 2020 and has held it in 21 quarters since.
MCF Advisors's Shopify position peaked at $712K in Q4 2025.
1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on MCF Advisors's 13F filing for Q1 2026, filed 11 May 2026.