MAM
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McLean Asset Management’s Shopify SHOP Stock Holding History

McLean Asset Management’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 		$252K Hold
2,127
– – 0.04% 147
2025
Q4 		$335K Buy
2,127
+241
+13% +$38.7K 0.06% 122
2025
Q3 		$310K Buy
1,886
+8
+0.4% +$1.08K 0.06% 131
2025
Q2 		$215K Buy
+1,878
New +$188K 0.06% 158

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

McLean Asset Management's SHOP Position: Q1 2026 in Review

McLean Asset Management held its Shopify (SHOP) position steady in Q1 2026 at 2,127 shares worth $252K. The position accounts for 0.04% of the portfolio, ranked #147.

McLean Asset Management first reported a position in SHOP in Q2 2025 and has held it in 4 quarters since. The position peaked at $335K in Q4 2025. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • McLean Asset Management held 2,127 shares of Shopify worth $252K as of Q1 2026.
  • McLean Asset Management left its Shopify share count unchanged in Q1 2026.
  • Shopify made up 0.04% of McLean Asset Management's portfolio in Q1 2026, its #147 holding.
  • McLean Asset Management first reported a position in Shopify in Q2 2025 and has held it in 4 quarters since.
  • McLean Asset Management's Shopify position peaked at $335K in Q4 2025.
  • 1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on McLean Asset Management's 13F filing for Q1 2026, filed 22 Apr 2026.