Monetta Financial Services’s Shopify SHOP Stock Holding History

Monetta 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	$1.32M	Buy	11,100 +1,500	+16%	+$197K	1.02%	35
2025 Q4	$1.55M	Buy	9,600 +2,600	+37%	+$417K	1.11%	23
2025 Q3	$1.04M	Buy	+7,000	New	+$949K	0.73%	43
2023 Q4	–	Sell	-14,400	Closed	-$786K	–	50
2023 Q3	$786K	Hold	14,400	–	–	0.86%	39
2023 Q2	$930K	Buy	+14,400	New	+$814K	0.91%	26
2022 Q1	–	Sell	-7,000	Closed	-$964K	–	66
2021 Q4	$964K	Buy	+7,000	New	+$1.02M	0.75%	25

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

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

Monetta Financial Services increased its Shopify (SHOP) stake by 16% in Q1 2026, buying an estimated $197K and bringing the position to 11,100 shares worth $1.32M. The position accounts for 1.02% of the portfolio, ranked #35.

Monetta Financial Services first reported a position in SHOP in Q4 2021 and has held it in 6 quarters since. The position peaked at $1.55M in Q4 2025. 1,727 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

Monetta Financial Services held 11,100 shares of Shopify worth $1.32M as of Q1 2026.
Monetta Financial Services bought 1,500 Shopify shares in Q1 2026, an estimated $197K.
Shopify made up 1.02% of Monetta Financial Services's portfolio in Q1 2026, its #35 holding.
Monetta Financial Services first reported a position in Shopify in Q4 2021 and has held it in 6 quarters since.
Monetta Financial Services's Shopify position peaked at $1.55M in Q4 2025.
1,727 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

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