NAS
SHOP icon

NWF Advisory Services’s Shopify SHOP Stock Holding History

NWF Advisory Services’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 		$265K Hold
2,234
– – 0.03% 314
2025
Q4 		$360K Hold
2,234
– – 0.04% 253
2025
Q3 		$332K Hold
2,234
– – 0.04% 277
2025
Q2 		$258K Buy
2,234
+17
+0.8% +$1.7K 0.03% 323
2025
Q1 		$212K Sell
2,217
-1,919
-46% -$209K 0.03% 313
2024
Q4 		$440K Buy
+4,136
New +$402K 0.06% 155

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

NWF Advisory Services's SHOP Position: Q1 2026 in Review

NWF Advisory Services held its Shopify (SHOP) position steady in Q1 2026 at 2,234 shares worth $265K. The position accounts for 0.03% of the portfolio, ranked #314.

NWF Advisory Services first reported a position in SHOP in Q4 2024 and has held it in 6 quarters since. The position peaked at $440K in Q4 2024. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • NWF Advisory Services held 2,234 shares of Shopify worth $265K as of Q1 2026.
  • NWF Advisory Services left its Shopify share count unchanged in Q1 2026.
  • Shopify made up 0.03% of NWF Advisory Services's portfolio in Q1 2026, its #314 holding.
  • NWF Advisory Services first reported a position in Shopify in Q4 2024 and has held it in 6 quarters since.
  • NWF Advisory Services's Shopify position peaked at $440K in Q4 2024.
  • 1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.