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Daymark Wealth Partners’s Shopify SHOP Stock Holding History

Daymark Wealth Partners’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 		$224K Sell
1,885
-22
-1% -$2.89K 0.01% 677
2025
Q4 		$307K Buy
1,907
+432
+29% +$69.4K 0.01% 488
2025
Q3 		$219K Buy
+1,475
New +$200K 0.01% 576

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

Daymark Wealth Partners's SHOP Position: Q1 2026 in Review

Daymark Wealth Partners reduced its Shopify (SHOP) stake by 1.2% in Q1 2026, selling an estimated $2.89K and leaving 1,885 shares worth $224K. The position accounts for 0.01% of the portfolio, ranked #677.

Daymark Wealth Partners first reported a position in SHOP in Q3 2025 and has held it in 3 quarters since. The position peaked at $307K in Q4 2025. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • Daymark Wealth Partners held 1,885 shares of Shopify worth $224K as of Q1 2026.
  • Daymark Wealth Partners sold 22 Shopify shares in Q1 2026, an estimated $2.89K.
  • Shopify made up 0.01% of Daymark Wealth Partners's portfolio in Q1 2026, its #677 holding.
  • Daymark Wealth Partners first reported a position in Shopify in Q3 2025 and has held it in 3 quarters since.
  • Daymark Wealth Partners's Shopify position peaked at $307K in Q4 2025.
  • 1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Daymark Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.