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Capital Wealth Planning’s Shopify SHOP Stock Holding History

Capital Wealth Planning’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
-27,195
Closed -$4.38M – 173
2025
Q4 		$4.38M Buy
+27,195
New +$4.37M 0.03% 98
2025
Q2 		– Sell
-15,041
Closed -$1.44M – 152
2025
Q1 		$1.44M Buy
+15,041
New +$1.64M 0.01% 91

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 Wealth Planning's SHOP Position: Q1 2026 in Review

Capital Wealth Planning sold out of Shopify (SHOP) in Q1 2026, closing a stake of 27,195 shares — an estimated $4.38M sold.

Capital Wealth Planning first reported a position in SHOP in Q1 2025 and held it in 2 quarters. The position peaked at $4.38M in Q4 2025. 1,736 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • Capital Wealth Planning reported no remaining Shopify position as of Q1 2026 after selling out during the quarter.
  • Capital Wealth Planning sold 27,195 Shopify shares in Q1 2026, an estimated $4.38M.
  • Capital Wealth Planning first reported a position in Shopify in Q1 2025 and held it in 2 quarters.
  • Capital Wealth Planning's Shopify position peaked at $4.38M in Q4 2025.
  • 1,736 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Capital Wealth Planning's 13F filing for Q1 2026, filed 15 May 2026.