NFP Retirement Inc’s Shopify SHOP Stock Holding History

NFP Retirement Inc’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	$291K	Buy	2,455 +4	+0.2%	+$526	0.02%	259
2025 Q4	$395K	Sell	2,451 -979	-29%	-$157K	0.02%	220
2025 Q3	$510K	Sell	3,430 -252	-7%	-$34.2K	0.03%	198
2025 Q2	$425K	Hold	3,682	–	–	0.03%	221
2025 Q1	$352K	Buy	3,682 +19	+0.5%	+$2.07K	0.03%	215
2024 Q4	$389K	Sell	3,663 -100	-3%	-$9.73K	0.03%	211
2024 Q3	$302K	Hold	3,763	–	–	0.02%	235
2024 Q2	$249K	Hold	3,763	–	–	0.02%	246
2024 Q1	$290K	Buy	3,763 +219	+6%	+$17.3K	0.03%	231
2023 Q4	$276K	Buy	+3,544	New	+$226K	0.05%	200
2023 Q3	–	Sell	-3,530	Closed	-$228K	–	232
2023 Q2	$228K	Buy	+3,530	New	+$200K	0.04%	214
2022 Q2	–	Sell	-3,530	Closed	-$239K	–	244
2022 Q1	$239K	Buy	3,530 +30	+0.9%	+$2.46K	0.06%	198
2021 Q4	$482K	Hold	3,500	–	–	0.17%	92
2021 Q3	$475K	Hold	3,500	–	–	0.19%	84
2021 Q2	$511K	Hold	3,500	–	–	0.2%	83
2021 Q1	$387K	Hold	3,500	–	–	0.17%	86
2020 Q4	$396K	Hold	3,500	–	–	0.24%	74
2020 Q3	$358K	Hold	3,500	–	–	0.24%	69
2020 Q2	$332K	Buy	+3,500	New	+$243K	0.24%	68

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

NFP Retirement Inc's SHOP Position: Q1 2026 in Review

NFP Retirement Inc increased its Shopify (SHOP) stake by 0.16% in Q1 2026, buying an estimated $526 and bringing the position to 2,455 shares worth $291K. The position accounts for 0.02% of the portfolio, ranked #259.

NFP Retirement Inc first reported a position in SHOP in Q2 2020 and has held it in 19 quarters since. The position peaked at $511K in Q2 2021. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

NFP Retirement Inc held 2,455 shares of Shopify worth $291K as of Q1 2026.
NFP Retirement Inc bought 4 Shopify shares in Q1 2026, an estimated $526.
Shopify made up 0.02% of NFP Retirement Inc's portfolio in Q1 2026, its #259 holding.
NFP Retirement Inc first reported a position in Shopify in Q2 2020 and has held it in 19 quarters since.
NFP Retirement Inc's Shopify position peaked at $511K in Q2 2021.
1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on NFP Retirement Inc's 13F filing for Q1 2026, filed 13 May 2026.