Winch Advisory Services’s Shopify SHOP Stock Holding History

Winch 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	$3.44K	Hold	29	–	–	﹤0.01%	396
2025 Q4	$4.67K	Hold	29	–	–	﹤0.01%	367
2025 Q3	$4.31K	Buy	29 +10	+53%	+$1.36K	﹤0.01%	369
2025 Q2	$2.19K	Hold	19	–	–	﹤0.01%	402
2025 Q1	$1.81K	Buy	+19	New	+$2.07K	﹤0.01%	421
2022 Q2	–	Sell	-150	Closed	-$10K	–	470
2022 Q1	$10K	Sell	150 -160	-52%	-$13.1K	﹤0.01%	258
2021 Q4	$43K	Hold	310	–	–	0.01%	140
2021 Q3	$42K	Buy	310 +220	+244%	+$33K	0.01%	144
2021 Q2	$13K	Sell	90 -50	-36%	-$6.16K	﹤0.01%	245
2021 Q1	$15K	Sell	140 -80	-36%	-$9.67K	0.01%	219
2020 Q4	$25K	Sell	220 -100	-31%	-$10.5K	0.01%	140
2020 Q3	$33K	Buy	320 +30	+10%	+$2.98K	0.01%	115
2020 Q2	$28K	Buy	+290	New	+$20.1K	0.01%	120
2018 Q3	–	Sell	-120	Closed	-$2K	–	341
2018 Q2	$2K	Hold	120	–	–	﹤0.01%	294
2018 Q1	$1K	Sell	120 -100	-45%	-$1.29K	﹤0.01%	296
2017 Q4	$2K	Hold	220	–	–	﹤0.01%	268
2017 Q3	$3K	Hold	220	–	–	﹤0.01%	235
2017 Q2	$2K	Hold	220	–	–	﹤0.01%	272
2017 Q1	$1K	Buy	+220	New	+$1.27K	﹤0.01%	274

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

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

Winch Advisory Services held its Shopify (SHOP) position steady in Q1 2026 at 29 shares worth $3.44K. The position accounts for ﹤0.01% of the portfolio, ranked #396.

Winch Advisory Services first reported a position in SHOP in Q1 2017 and has held it in 19 quarters since. The position peaked at $43K in Q4 2021. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

Winch Advisory Services held 29 shares of Shopify worth $3.44K as of Q1 2026.
Winch Advisory Services left its Shopify share count unchanged in Q1 2026.
Shopify made up ﹤0.01% of Winch Advisory Services's portfolio in Q1 2026, its #396 holding.
Winch Advisory Services first reported a position in Shopify in Q1 2017 and has held it in 19 quarters since.
Winch Advisory Services's Shopify position peaked at $43K in Q4 2021.
1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Winch Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.