Miller Financial Services’s Shopify SHOP Stock Holding History

Miller Financial Services’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	$654K	Buy	5,511 +14	+0.3%	+$1.84K	0.72%	46
2025 Q4	$885K	Sell	5,497 -480	-8%	-$77.1K	1.04%	26
2025 Q3	$888K	Sell	5,977 -271	-4%	-$36.7K	1.03%	27
2025 Q2	$721K	Buy	6,248 +290	+5%	+$29K	0.92%	33
2025 Q1	$569K	Sell	5,958 -286	-5%	-$31.2K	0.82%	40
2024 Q4	$664K	Buy	+6,244	New	+$607K	0.56%	50

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

Miller Financial Services's SHOP Position: Q1 2026 in Review

Miller Financial Services increased its Shopify (SHOP) stake by 0.25% in Q1 2026, buying an estimated $1.84K and bringing the position to 5,511 shares worth $654K. The position accounts for 0.72% of the portfolio, ranked #46.

Miller Financial Services first reported a position in SHOP in Q4 2024 and has held it in 6 quarters since. The position peaked at $888K in Q3 2025. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

Miller Financial Services held 5,511 shares of Shopify worth $654K as of Q1 2026.
Miller Financial Services bought 14 Shopify shares in Q1 2026, an estimated $1.84K.
Shopify made up 0.72% of Miller Financial Services's portfolio in Q1 2026, its #46 holding.
Miller Financial Services first reported a position in Shopify in Q4 2024 and has held it in 6 quarters since.
Miller Financial Services's Shopify position peaked at $888K in Q3 2025.
1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Miller Financial Services's 13F filing for Q1 2026, filed 4 May 2026.