Welch Group
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
Q3 		$290K Hold
1,957
– – 0.01% 259
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

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Picton Mahoney Asset Management
Picton Mahoney Asset Management Toronto, Ontario, Canada $14.8B AUM 38.11% 1-Year Est. Return

Welch Group's SHOP Position: Q3 2026 in Review

Welch Group held its Shopify (SHOP) position steady in Q3 2026 at 1,957 shares worth $290K. The position accounts for 0.01% of the portfolio, ranked #259.

Welch Group first reported a position in SHOP in Q4 2025 and has held it in 4 quarters since. The position peaked at $315K in Q4 2025. 1,059 funds tracked by Wall St. Rank hold SHOP as of Q3 2026.

  • Welch Group held 1,957 shares of Shopify worth $290K as of Q3 2026.
  • Welch Group left its Shopify share count unchanged in Q3 2026.
  • Shopify made up 0.01% of Welch Group's portfolio in Q3 2026, its #259 holding.
  • Welch Group first reported a position in Shopify in Q4 2025 and has held it in 4 quarters since.
  • Welch Group's Shopify position peaked at $315K in Q4 2025.
  • 1,059 funds tracked by Wall St. Rank held Shopify as of Q3 2026.

Based on Welch Group's 13F filing for Q3 2026, filed 29 Oct 2026.