Accel Wealth Management’s Shopify SHOP Stock Holding History

Accel Wealth Management’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	–	Sell	-1,620	Closed	-$261K	–	300
2025 Q4	$261K	Buy	1,620 +86	+6%	+$13.8K	0.07%	223
2025 Q3	$228K	Buy	+1,534	New	+$208K	0.07%	246
2023 Q2	–	Sell	-1,010	Closed	-$48.4K	–	739
2023 Q1	$48.4K	Hold	1,010	–	–	0.02%	496
2022 Q4	$35.1K	Sell	1,010 -100	-9%	-$3.42K	0.02%	423
2022 Q3	$35K	Hold	1,110	–	–	0.02%	440
2022 Q2	$35K	Sell	1,110 -100	-8%	-$4.27K	0.02%	420
2022 Q1	$84K	Sell	1,210 -100	-8%	-$8.21K	0.04%	278
2021 Q4	$180K	Hold	1,310	–	–	0.09%	180
2021 Q3	$178K	Hold	1,310	–	–	0.12%	149
2021 Q2	$191K	Sell	1,310 -140	-10%	-$17.3K	0.13%	156
2021 Q1	$160K	Hold	1,450	–	–	0.13%	160
2020 Q4	$164K	Buy	+1,450	New	+$152K	0.15%	142

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

Accel Wealth Management's SHOP Position: Q1 2026 in Review

Accel Wealth Management sold out of Shopify (SHOP) in Q1 2026, closing a stake of 1,620 shares — an estimated $261K sold.

Accel Wealth Management first reported a position in SHOP in Q4 2020 and held it in 12 quarters. The position peaked at $261K in Q4 2025. 1,727 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

Accel Wealth Management reported no remaining Shopify position as of Q1 2026 after selling out during the quarter.
Accel Wealth Management sold 1,620 Shopify shares in Q1 2026, an estimated $261K.
Accel Wealth Management first reported a position in Shopify in Q4 2020 and held it in 12 quarters.
Accel Wealth Management's Shopify position peaked at $261K in Q4 2025.
1,727 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Accel Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.