Menard Financial Group’s Shopify SHOP Stock Holding History

Menard Financial Group’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	$1.1M	Sell	9,274 -47	-0.5%	-$6.18K	0.77%	31
2025 Q4	$1.5M	Sell	9,321 -6	-0.1%	-$963	1.03%	22
2025 Q3	$1.39M	Sell	9,327 -29	-0.3%	-$3.93K	0.93%	27
2025 Q2	$1.08M	Sell	9,356 -404	-4%	-$40.4K	0.64%	36
2025 Q1	$916K	Sell	9,760 -69	-0.7%	-$7.52K	0.6%	39
2024 Q4	$1.05M	Sell	9,829 -1,009	-9%	-$98.1K	0.63%	35
2024 Q3	$869K	Sell	10,838 -153	-1%	-$10.6K	0.57%	39
2024 Q2	$726K	Buy	10,991 +233	+2%	+$15.5K	0.52%	41
2024 Q1	$830K	Buy	10,758 +897	+9%	+$70.9K	0.7%	32
2023 Q4	$768K	Buy	9,861 +1,697	+21%	+$108K	0.95%	23
2023 Q3	$446K	Buy	8,164 +3,947	+94%	+$239K	0.64%	37
2023 Q2	$272K	Buy	+4,217	New	+$238K	0.56%	43

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

Menard Financial Group's SHOP Position: Q1 2026 in Review

Menard Financial Group reduced its Shopify (SHOP) stake by 0.5% in Q1 2026, selling an estimated $6.18K and leaving 9,274 shares worth $1.1M. The position accounts for 0.77% of the portfolio, ranked #31.

Menard Financial Group first reported a position in SHOP in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.5M in Q4 2025. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

Menard Financial Group held 9,274 shares of Shopify worth $1.1M as of Q1 2026.
Menard Financial Group sold 47 Shopify shares in Q1 2026, an estimated $6.18K.
Shopify made up 0.77% of Menard Financial Group's portfolio in Q1 2026, its #31 holding.
Menard Financial Group first reported a position in Shopify in Q2 2023 and has held it in 12 quarters since.
Menard Financial Group's Shopify position peaked at $1.5M in Q4 2025.
1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Menard Financial Group's 13F filing for Q1 2026, filed 14 May 2026.