WG
SHOP icon

Welch Group’s Shopify SHOP Stock Holding History

Welch 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
Q2 		$223K Hold
1,957
– – 0.01% 294
2026
Q1 		$232K Hold
1,957
– – 0.01% 272
2025
Q4 		$315K Buy
+1,957
New +$314K 0.01% 233

Other funds holding SHOP

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
BIM
Barton Investment Management West Conshohocken, Pennsylvania $738M AUM 7.58% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Welch Group's SHOP Position: Q2 2026 in Review

Welch Group held its Shopify (SHOP) position steady in Q2 2026 at 1,957 shares worth $223K. The position accounts for 0.01% of the portfolio, ranked #294.

Welch Group first reported a position in SHOP in Q4 2025 and has held it in 3 quarters since. The position peaked at $315K in Q4 2025. 652 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Welch Group held 1,957 shares of Shopify worth $223K as of Q2 2026.
  • Welch Group left its Shopify share count unchanged in Q2 2026.
  • Shopify made up 0.01% of Welch Group's portfolio in Q2 2026, its #294 holding.
  • Welch Group first reported a position in Shopify in Q4 2025 and has held it in 3 quarters since.
  • Welch Group's Shopify position peaked at $315K in Q4 2025.
  • 652 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Welch Group's 13F filing for Q2 2026, filed 23 Jul 2026.