AWA
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Arkadios Wealth Advisors’s Shopify SHOP Stock Holding History

Arkadios Wealth Advisors’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 		$1.65M Sell
13,870
-232
-2% -$30.5K 0.03% 589
2025
Q4 		$2.27M Sell
14,102
-819
-5% -$131K 0.04% 416
2025
Q3 		$2.22M Buy
14,921
+2,041
+16% +$277K 0.05% 373
2025
Q2 		$1.49M Buy
12,880
+910
+8% +$91K 0.04% 425
2025
Q1 		$1.14M Sell
11,970
-1,056
-8% -$115K 0.04% 421
2024
Q4 		$1.39M Sell
13,026
-460
-3% -$44.7K 0.08% 263
2024
Q3 		$1.08M Buy
13,486
+367
+3% +$25.3K 0.06% 305
2024
Q2 		$867K Buy
13,119
+7,017
+115% +$465K 0.06% 311
2024
Q1 		$471K Sell
6,102
-1,160
-16% -$91.6K 0.04% 389
2023
Q4 		$566K Sell
7,262
-3,204
-31% -$205K 0.05% 336
2023
Q3 		$571K Sell
10,466
-1,319
-11% -$79.9K 0.05% 303
2023
Q2 		$761K Sell
11,785
-1,613
-12% -$91.2K 0.09% 227
2023
Q1 		$642K Sell
13,398
-1,431
-10% -$63K 0.08% 254
2022
Q4 		$515K Buy
14,829
+1,325
+10% +$45.2K 0.07% 274
2022
Q3 		$364K Buy
13,504
+4,314
+47% +$147K 0.06% 338
2022
Q2 		$287K Buy
9,190
+530
+6% +$22.6K 0.04% 408
2022
Q1 		$585K Buy
8,660
+5,430
+168% +$446K 0.08% 280
2021
Q4 		$445K Buy
3,230
+400
+14% +$58.4K 0.06% 354
2021
Q3 		$383K Sell
2,830
-20
-0.7% -$3K 0.06% 353
2021
Q2 		$416K Buy
2,850
+430
+18% +$53K 0.05% 372
2021
Q1 		$267K Buy
2,420
+870
+56% +$105K 0.04% 362
2020
Q4 		$175K Buy
1,550
+1,180
+319% +$124K 0.04% 346
2020
Q3 		$39.5K Buy
370
+200
+118% +$19.9K 0.02% 454
2020
Q2 		$16.6K Buy
170
+110
+183% +$7.63K 0.01% 580
2020
Q1 		$2.5K Sell
60
-50
-45% -$2.25K ﹤0.01% 899
2019
Q4 		$5.86K Buy
+110
New +$3.72K ﹤0.01% 682

Other funds holding SHOP

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Arkadios Wealth Advisors's SHOP Position: Q1 2026 in Review

Arkadios Wealth Advisors reduced its Shopify (SHOP) stake by 1.6% in Q1 2026, selling an estimated $30.5K and leaving 13,870 shares worth $1.65M. The position accounts for 0.03% of the portfolio, ranked #589.

Arkadios Wealth Advisors first reported a position in SHOP in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.27M in Q4 2025. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • Arkadios Wealth Advisors held 13,870 shares of Shopify worth $1.65M as of Q1 2026.
  • Arkadios Wealth Advisors sold 232 Shopify shares in Q1 2026, an estimated $30.5K.
  • Shopify made up 0.03% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #589 holding.
  • Arkadios Wealth Advisors first reported a position in Shopify in Q4 2019 and has held it in 26 quarters since.
  • Arkadios Wealth Advisors's Shopify position peaked at $2.27M in Q4 2025.
  • 1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.