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Buck Wealth Strategies’s Shopify SHOP Stock Holding History

Buck Wealth Strategies’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 		$384K Buy
3,234
+1,805
+126% +$237K 0.05% 115
2025
Q4 		$230K Buy
+1,429
New +$229K 0.03% 156

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

Buck Wealth Strategies's SHOP Position: Q1 2026 in Review

Buck Wealth Strategies increased its Shopify (SHOP) stake by 126% in Q1 2026, buying an estimated $237K and bringing the position to 3,234 shares worth $384K. The position accounts for 0.05% of the portfolio, ranked #115.

Buck Wealth Strategies first reported a position in SHOP in Q4 2025 and has held it in 2 quarters since. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • Buck Wealth Strategies held 3,234 shares of Shopify worth $384K as of Q1 2026.
  • Buck Wealth Strategies bought 1,805 Shopify shares in Q1 2026, an estimated $237K.
  • Shopify made up 0.05% of Buck Wealth Strategies's portfolio in Q1 2026, its #115 holding.
  • Buck Wealth Strategies first reported a position in Shopify in Q4 2025 and has held it in 2 quarters since.
  • 1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Buck Wealth Strategies's 13F filing for Q1 2026, filed 8 May 2026.