Zhang Financial’s Shopify SHOP Stock Holding History

Zhang Financial’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	$779K	Sell	6,565 -483	-7%	-$63.5K	0.03%	212
2025 Q4	$1.13M	Sell	7,048 -118	-2%	-$18.9K	0.04%	166
2025 Q3	$1.06M	Sell	7,166 -507	-7%	-$68.7K	0.04%	170
2025 Q2	$885K	Sell	7,673 -1,258	-14%	-$126K	0.04%	176
2025 Q1	$853K	Buy	8,931 +1,678	+23%	+$183K	0.05%	174
2024 Q4	$771K	Buy	7,253 +282	+4%	+$27.4K	0.04%	175
2024 Q3	$559K	Hold	6,971	–	–	0.04%	187
2024 Q2	$460K	Hold	6,971	–	–	0.03%	195
2024 Q1	$538K	Hold	6,971	–	–	0.04%	183
2023 Q4	$543K	Buy	6,971 +939	+16%	+$60K	0.05%	174
2023 Q3	$332K	Sell	6,032 -190	-3%	-$11.5K	0.03%	195
2023 Q2	$395K	Buy	6,222 +261	+4%	+$14.8K	0.04%	178
2023 Q1	$286K	Buy	+5,961	New	+$262K	0.03%	194
2022 Q2	–	Sell	-5,200	Closed	-$351K	–	229
2022 Q1	$351K	Buy	+5,200	New	+$427K	0.06%	170

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

Zhang Financial's SHOP Position: Q1 2026 in Review

Zhang Financial reduced its Shopify (SHOP) stake by 6.9% in Q1 2026, selling an estimated $63.5K and leaving 6,565 shares worth $779K. The position accounts for 0.03% of the portfolio, ranked #212.

Zhang Financial first reported a position in SHOP in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.13M in Q4 2025. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

Zhang Financial held 6,565 shares of Shopify worth $779K as of Q1 2026.
Zhang Financial sold 483 Shopify shares in Q1 2026, an estimated $63.5K.
Shopify made up 0.03% of Zhang Financial's portfolio in Q1 2026, its #212 holding.
Zhang Financial first reported a position in Shopify in Q1 2022 and has held it in 14 quarters since.
Zhang Financial's Shopify position peaked at $1.13M in Q4 2025.
1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Zhang Financial's 13F filing for Q1 2026, filed 6 May 2026.