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Claro Advisors’s Shopify SHOP Stock Holding History

Claro Advisors’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 		$602K Sell
5,072
-5
-0.1% -$657 0.07% 209
2025
Q4 		$817K Buy
5,077
+51
+1% +$8.19K 0.11% 158
2025
Q3 		$747K Hold
5,026
– – 0.11% 168
2025
Q2 		$580K Sell
5,026
-1,237
-20% -$124K 0.1% 184
2025
Q1 		$598K Buy
6,263
+957
+18% +$104K 0.08% 226
2024
Q4 		$564K Sell
5,306
-381
-7% -$37.1K 0.08% 232
2024
Q3 		$456K Buy
+5,687
New +$393K 0.06% 280
2024
Q2 		– Sell
-2,765
Closed -$213K – 453
2024
Q1 		$213K Sell
2,765
-750
-21% -$59.3K 0.04% 389
2023
Q4 		$274K Sell
3,515
-1,133
-24% -$72.4K 0.06% 303
2023
Q3 		$254K Sell
4,648
-246
-5% -$14.9K 0.06% 299
2023
Q2 		$316K Sell
4,894
-1,730
-26% -$97.8K 0.08% 258
2023
Q1 		$318K Sell
6,624
-196
-3% -$8.62K 0.09% 243
2022
Q4 		$237K Buy
+6,820
New +$233K 0.08% 254
2022
Q2 		– Sell
-1,460
Closed -$201K – 317
2022
Q1 		$201K Hold
1,460
– – 0.07% 268
2021
Q4 		$201K Buy
+1,460
New +$213K 0.07% 268
2019
Q1 		– Sell
-40
Closed -$1K – 793
2018
Q4 		$1K Buy
+40
New +$563 ﹤0.01% 1058

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

Claro Advisors's SHOP Position: Q1 2026 in Review

Claro Advisors reduced its Shopify (SHOP) stake by 0.1% in Q1 2026, selling an estimated $657 and leaving 5,072 shares worth $602K. The position accounts for 0.07% of the portfolio, ranked #209.

Claro Advisors first reported a position in SHOP in Q4 2018 and has held it in 16 quarters since. The position peaked at $817K in Q4 2025. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • Claro Advisors held 5,072 shares of Shopify worth $602K as of Q1 2026.
  • Claro Advisors sold 5 Shopify shares in Q1 2026, an estimated $657.
  • Shopify made up 0.07% of Claro Advisors's portfolio in Q1 2026, its #209 holding.
  • Claro Advisors first reported a position in Shopify in Q4 2018 and has held it in 16 quarters since.
  • Claro Advisors's Shopify position peaked at $817K in Q4 2025.
  • 1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.