Nadler Financial Group’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $793K | Hold |
6,689
| – | – | 0.08% | 62 |
|
|
2025
Q4 | $1.08M | Sell |
6,689
-251
| -4% | -$40.3K | 0.1% | 52 |
|
|
2025
Q3 | $1.03M | Hold |
6,940
| – | – | 0.1% | 56 |
|
|
2025
Q2 | $801K | Buy |
6,940
+2
| +0% | +$200 | 0.08% | 55 |
|
|
2025
Q1 | $662K | Sell |
6,938
-324
| -4% | -$35.3K | 0.07% | 62 |
|
|
2024
Q4 | $772K | Buy |
7,262
+239
| +3% | +$23.2K | 0.08% | 55 |
|
|
2024
Q3 | $563K | Hold |
7,023
| – | – | 0.06% | 64 |
|
|
2024
Q2 | $464K | Hold |
7,023
| – | – | 0.05% | 69 |
|
|
2024
Q1 | $542K | Hold |
7,023
| – | – | 0.07% | 62 |
|
|
2023
Q4 | $547K | Hold |
7,023
| – | – | 0.07% | 57 |
|
|
2023
Q3 | $383K | Hold |
7,023
| – | – | 0.06% | 69 |
|
|
2023
Q2 | $454K | Sell |
7,023
-100
| -1% | -$5.65K | 0.07% | 61 |
|
|
2023
Q1 | $341K | Buy |
7,123
+113
| +2% | +$4.97K | 0.05% | 77 |
|
|
2022
Q4 | $243K | Buy |
+7,010
| New | +$239K | 0.04% | 94 |
|
|
2022
Q3 | – | Sell |
-7,050
| Closed | -$220K | – | 108 |
|
|
2022
Q2 | $220K | Hold |
7,050
| – | – | 0.04% | 97 |
|
|
2022
Q1 | $477K | Sell |
7,050
-13,700
| -66% | -$1.12M | 0.07% | 68 |
|
|
2021
Q4 | $2.86M | Buy |
20,750
+160
| +0.8% | +$23.4K | 0.42% | 31 |
|
|
2021
Q3 | $2.79M | Sell |
20,590
-50
| -0.2% | -$7.49K | 0.46% | 29 |
|
|
2021
Q2 | $3.02M | Sell |
20,640
-1,480
| -7% | -$182K | 0.49% | 28 |
|
|
2021
Q1 | $2.45M | Sell |
22,120
-380
| -2% | -$45.9K | 0.44% | 30 |
|
|
2020
Q4 | $2.55M | Sell |
22,500
-17,260
| -43% | -$1.81M | 0.49% | 28 |
|
|
2020
Q3 | $4.07M | Buy |
39,760
+20
| +0.1% | +$1.99K | 0.9% | 20 |
|
|
2020
Q2 | $3.77M | Sell |
39,740
-310
| -0.8% | -$21.5K | 0.94% | 20 |
|
|
2020
Q1 | $1.67M | Buy |
40,050
+1,090
| +3% | +$49.1K | 0.51% | 23 |
|
|
2019
Q4 | $1.55M | Sell |
38,960
-400
| -1% | -$13.5K | 0.38% | 26 |
|
|
2019
Q3 | $1.23M | Sell |
39,360
-490
| -1% | -$16.8K | 0.34% | 29 |
|
|
2019
Q2 | $1.2M | Buy |
39,850
+460
| +1% | +$12K | 0.35% | 28 |
|
|
2019
Q1 | $814K | Sell |
39,390
-1,240
| -3% | -$21.9K | 0.26% | 38 |
|
|
2018
Q4 | $563K | Hold |
40,630
| – | – | 0.18% | 44 |
|
|
2018
Q3 | $668K | Hold |
40,630
| – | – | 0.18% | 45 |
|
|
2018
Q2 | $593K | Buy |
40,630
+20,850
| +105% | +$295K | 0.17% | 46 |
|
|
2018
Q1 | $246K | Sell |
19,780
-15,060
| -43% | -$195K | 0.08% | 73 |
|
|
2017
Q4 | $352K | Buy |
34,840
+4,160
| +14% | +$42.6K | 0.11% | 61 |
|
|
2017
Q3 | $357K | Buy |
30,680
+350
| +1% | +$3.58K | 0.12% | 54 |
|
|
2017
Q2 | $264K | Buy |
30,330
+280
| +0.9% | +$2.37K | 0.09% | 67 |
|
|
2017
Q1 | $205K | Buy |
+30,050
| New | +$173K | 0.07% | 77 |
|
Other funds holding SHOP
VCM
Nadler Financial Group's SHOP Position: Q1 2026 in Review
Nadler Financial Group held its Shopify (SHOP) position steady in Q1 2026 at 6,689 shares worth $793K. The position accounts for 0.08% of the portfolio, ranked #62.
Nadler Financial Group first reported a position in SHOP in Q1 2017 and has held it in 36 quarters since. The position peaked at $4.07M in Q3 2020. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.
- Nadler Financial Group held 6,689 shares of Shopify worth $793K as of Q1 2026.
- Nadler Financial Group left its Shopify share count unchanged in Q1 2026.
- Shopify made up 0.08% of Nadler Financial Group's portfolio in Q1 2026, its #62 holding.
- Nadler Financial Group first reported a position in Shopify in Q1 2017 and has held it in 36 quarters since.
- Nadler Financial Group's Shopify position peaked at $4.07M in Q3 2020.
- 1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.
Based on Nadler Financial Group's 13F filing for Q1 2026, filed 4 May 2026.