Norris Financial Group’s Shopify SHOP Stock Holding History

Norris Financial Group’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	$1.59M	Buy	13,368 +1,999	+18%	+$263K	0.52%	50
2025 Q4	$1.83M	Sell	11,369 -7,259	-39%	-$1.17M	0.62%	49
2025 Q3	$2.77M	Sell	18,628 -9,979	-35%	-$1.35M	1.01%	33
2025 Q2	$3.3M	Buy	28,607 +1,602	+6%	+$160K	1.35%	24
2025 Q1	$2.58M	Sell	27,005 -379	-1%	-$41.3K	1.2%	21
2024 Q4	$2.91M	Sell	27,384 -402	-1%	-$39.1K	1.37%	20
2024 Q3	$2.23M	Buy	27,786 +150	+0.5%	+$10.4K	1.1%	22
2024 Q2	$1.83M	Buy	27,636 +1,345	+5%	+$89.2K	0.95%	31
2024 Q1	$2.03M	Sell	26,291 -2,944	-10%	-$233K	1.11%	26
2023 Q4	$2.28M	Sell	29,235 -340	-1%	-$21.7K	1.38%	20
2023 Q3	$1.61M	Buy	29,575 +1,157	+4%	+$70.1K	1.12%	27
2023 Q2	$1.84M	Buy	28,418 +14,997	+112%	+$848K	1.27%	26
2023 Q1	$643K	Buy	13,421 +945	+8%	+$41.6K	0.47%	41
2022 Q4	$433K	Buy	+12,476	New	+$426K	0.37%	48

Other funds holding SHOP

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

T. Rowe Price Associates

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

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return