CPL
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Capital & Planning LLC’s Shopify SHOP Stock Holding History

Capital & Planning LLC’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 		$8.19K Buy
+69
New +$9.07K 0.01% 104
2025
Q1 		– Sell
-69
Closed -$7.34K – 153
2024
Q4 		$7.34K Buy
+69
New +$6.71K 0.01% 106

Other funds holding SHOP

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Capital & Planning LLC's SHOP Position: Q1 2026 in Review

Capital & Planning LLC opened a new position in Shopify (SHOP) in Q1 2026: 69 shares worth $8.19K. The stake represents 0.01% of the portfolio and ranks #104 among its holdings. This is a return to the name: Capital & Planning LLC previously reported a position in SHOP as recently as Q4 2024.

Capital & Planning LLC first reported a position in SHOP in Q4 2024 and has held it in 2 quarters since. 1,736 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • Capital & Planning LLC held 69 shares of Shopify worth $8.19K as of Q1 2026.
  • Shopify was a new Capital & Planning LLC position in Q1 2026.
  • Shopify made up 0.01% of Capital & Planning LLC's portfolio in Q1 2026, its #104 holding.
  • Capital & Planning LLC first reported a position in Shopify in Q4 2024 and has held it in 2 quarters since.
  • 1,736 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Capital & Planning LLC's 13F filing for Q1 2026, filed 18 May 2026.