Ogorek Anthony Joseph’s Shopify SHOP Stock Holding History

Ogorek Anthony Joseph’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	$84K	Hold	709	–	–	0.02%	118
2025 Q4	$114K	Hold	709	–	–	0.03%	98
2025 Q3	$105K	Hold	709	–	–	0.03%	106
2025 Q2	$81K	Hold	709	–	–	0.03%	114
2025 Q1	$67K	Buy	709 +499	+238%	+$54.4K	0.02%	125
2024 Q4	$22K	Hold	210	–	–	0.01%	171
2024 Q3	$16K	Hold	210	–	–	0.01%	189
2024 Q2	$13K	Sell	210 -15	-7%	-$995	﹤0.01%	195
2024 Q1	$17K	Buy	225 +15	+7%	+$1.19K	0.01%	183
2023 Q4	$16K	Hold	210	–	–	0.01%	190
2023 Q3	$11K	Buy	+210	New	+$12.7K	﹤0.01%	202
2022 Q3	–	Sell	-10	Closed	–	–	220
2022 Q2	$0	Sell	10 -860	-99%	-$36.7K	﹤0.01%	245
2022 Q1	$58K	Buy	870 +350	+67%	+$28.7K	0.02%	74
2021 Q4	$71K	Hold	520	–	–	0.03%	69
2021 Q3	$70K	Buy	+520	New	+$77.9K	0.03%	67
2020 Q4	–	Sell	-250	Closed	-$25K	–	200
2020 Q3	$25K	Hold	250	–	–	0.01%	66
2020 Q2	$23K	Hold	250	–	–	0.02%	68
2020 Q1	$10K	Hold	250	–	–	0.01%	121
2019 Q4	$9K	Hold	250	–	–	﹤0.01%	146
2019 Q3	$7K	Buy	+250	New	+$8.56K	﹤0.01%	129

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

Ogorek Anthony Joseph's SHOP Position: Q1 2026 in Review

Ogorek Anthony Joseph held its Shopify (SHOP) position steady in Q1 2026 at 709 shares worth $84K. The position accounts for 0.02% of the portfolio, ranked #118.

Ogorek Anthony Joseph first reported a position in SHOP in Q3 2019 and has held it in 20 quarters since. The position peaked at $114K in Q4 2025. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

Ogorek Anthony Joseph held 709 shares of Shopify worth $84K as of Q1 2026.
Ogorek Anthony Joseph left its Shopify share count unchanged in Q1 2026.
Shopify made up 0.02% of Ogorek Anthony Joseph's portfolio in Q1 2026, its #118 holding.
Ogorek Anthony Joseph first reported a position in Shopify in Q3 2019 and has held it in 20 quarters since.
Ogorek Anthony Joseph's Shopify position peaked at $114K in Q4 2025.
1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Ogorek Anthony Joseph's 13F filing for Q1 2026, filed 11 May 2026.