BWP
SHOP icon

Balboa Wealth Partners’s Shopify SHOP Stock Holding History

Balboa Wealth Partners’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 		$203K Buy
1,713
+63
+4% +$8.28K 0.03% 398
2025
Q4 		$266K Sell
1,650
-2
-0.1% -$321 0.04% 317
2025
Q3 		$246K Buy
+1,652
New +$224K 0.04% 314
2024
Q2 		– Sell
-3,097
Closed -$239K – 337
2024
Q1 		$239K Buy
+3,097
New +$245K 0.07% 199

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

Balboa Wealth Partners's SHOP Position: Q1 2026 in Review

Balboa Wealth Partners increased its Shopify (SHOP) stake by 3.8% in Q1 2026, buying an estimated $8.28K and bringing the position to 1,713 shares worth $203K. The position accounts for 0.03% of the portfolio, ranked #398.

Balboa Wealth Partners first reported a position in SHOP in Q1 2024 and has held it in 4 quarters since. The position peaked at $266K in Q4 2025. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • Balboa Wealth Partners held 1,713 shares of Shopify worth $203K as of Q1 2026.
  • Balboa Wealth Partners bought 63 Shopify shares in Q1 2026, an estimated $8.28K.
  • Shopify made up 0.03% of Balboa Wealth Partners's portfolio in Q1 2026, its #398 holding.
  • Balboa Wealth Partners first reported a position in Shopify in Q1 2024 and has held it in 4 quarters since.
  • Balboa Wealth Partners's Shopify position peaked at $266K in Q4 2025.
  • 1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Balboa Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.