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 Q2	$533K	Hold	4,664	–	–	0.03%	76
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 $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Nichols & Pratt Advisers's SHOP Position: Q2 2026 in Review

Nichols & Pratt Advisers held its Shopify (SHOP) position steady in Q2 2026 at 4,664 shares worth $533K. The position accounts for 0.03% of the portfolio, ranked #76.

Nichols & Pratt Advisers first reported a position in SHOP in Q2 2023 and has held it in 11 quarters since. The position peaked at $751K in Q4 2025. 1,711 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

Nichols & Pratt Advisers held 4,664 shares of Shopify worth $533K as of Q2 2026.
Nichols & Pratt Advisers left its Shopify share count unchanged in Q2 2026.
Shopify made up 0.03% of Nichols & Pratt Advisers's portfolio in Q2 2026, its #76 holding.
Nichols & Pratt Advisers first reported a position in Shopify in Q2 2023 and has held it in 11 quarters since.
Nichols & Pratt Advisers's Shopify position peaked at $751K in Q4 2025.
1,711 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Nichols & Pratt Advisers's 13F filing for Q2 2026, filed 5 Aug 2026.