Nichols & Pratt Advisers’s Shopify SHOP Stock Holding History

Nichols & Pratt Advisers’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	$553K	Hold	4,664	–	–	0.04%	75
2025 Q4	$751K	Sell	4,664 -4	-0.1%	-$642	0.05%	72
2025 Q3	$694K	Hold	4,668	–	–	0.04%	73
2025 Q2	$538K	Hold	4,668	–	–	0.04%	81
2025 Q1	$446K	Sell	4,668 -1,832	-28%	-$200K	0.03%	78
2024 Q4	$691K	Hold	6,500	–	–	0.05%	75
2024 Q3	$521K	Buy	+6,500	New	+$449K	0.03%	77
2024 Q1	–	Sell	-3,000	Closed	-$234K	–	106
2023 Q4	$234K	Sell	3,000 -2,000	-40%	-$128K	0.02%	98
2023 Q3	$273K	Sell	5,000 -5,000	-50%	-$303K	0.02%	97
2023 Q2	$646K	Buy	+10,000	New	+$565K	0.05%	79

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

Nichols & Pratt Advisers's SHOP Position: Q1 2026 in Review

Nichols & Pratt Advisers held its Shopify (SHOP) position steady in Q1 2026 at 4,664 shares worth $553K. The position accounts for 0.04% of the portfolio, ranked #75.

Nichols & Pratt Advisers first reported a position in SHOP in Q2 2023 and has held it in 10 quarters since. The position peaked at $751K in Q4 2025. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

Nichols & Pratt Advisers held 4,664 shares of Shopify worth $553K as of Q1 2026.
Nichols & Pratt Advisers left its Shopify share count unchanged in Q1 2026.
Shopify made up 0.04% of Nichols & Pratt Advisers's portfolio in Q1 2026, its #75 holding.
Nichols & Pratt Advisers first reported a position in Shopify in Q2 2023 and has held it in 10 quarters since.
Nichols & Pratt Advisers's Shopify position peaked at $751K in Q4 2025.
1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Nichols & Pratt Advisers's 13F filing for Q1 2026, filed 29 Apr 2026.