BCS Wealth Management’s Shopify SHOP Stock Holding History

BCS 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	-1,434	Closed	-$231K	–	334
2025 Q4	$231K	Buy	+1,434	New	+$230K	0.02%	326

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

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

BCS Wealth Management sold out of Shopify (SHOP) in Q1 2026, closing a stake of 1,434 shares — an estimated $231K sold.

BCS Wealth Management first reported a position in SHOP in Q4 2025 and held it in 1 quarter. The position peaked at $231K in Q4 2025. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

BCS Wealth Management reported no remaining Shopify position as of Q1 2026 after selling out during the quarter.
BCS Wealth Management sold 1,434 Shopify shares in Q1 2026, an estimated $231K.
BCS Wealth Management first reported a position in Shopify in Q4 2025 and held it in 1 quarter.
BCS Wealth Management's Shopify position peaked at $231K in Q4 2025.
1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on BCS Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.