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BOLTON SECURITIES CORPORATION’s Shopify SHOP Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$1.24M Buy
+10,456
New +$1.37M 0.06% 331
2025
Q3 		$1.65M Buy
+11,115
New +$1.51M 0.08% 275
2025
Q1 		$1.05M Buy
+11,011
New +$1.2M 0.06% 327

Other funds holding SHOP

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's SHOP Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in Shopify (SHOP) in Q1 2026: 10,456 shares worth $1.24M. The stake represents 0.06% of the portfolio and ranks #331 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in SHOP as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in SHOP in Q1 2025 and has held it in 3 quarters since. The position peaked at $1.65M in Q3 2025. 1,749 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • BOLTON SECURITIES CORPORATION held 10,456 shares of Shopify worth $1.24M as of Q1 2026.
  • Shopify was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
  • Shopify made up 0.06% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #331 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Shopify in Q1 2025 and has held it in 3 quarters since.
  • BOLTON SECURITIES CORPORATION's Shopify position peaked at $1.65M in Q3 2025.
  • 1,749 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.