DecisionPoint Financial’s Shopify SHOP Stock Holding History

DecisionPoint Financial’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	$64.5K	Sell	544 -69	-11%	-$9.07K	0.01%	79
2025 Q4	$98.7K	Hold	613	–	–	0.02%	66
2025 Q3	$91.7K	Sell	613 -157	-20%	-$21.3K	0.02%	63
2025 Q2	$86.8K	Buy	770 +20	+3%	+$2K	0.02%	66
2025 Q1	$71.6K	Hold	750	–	–	0.02%	67
2024 Q4	$79.7K	Hold	750	–	–	0.02%	63
2024 Q3	$60.1K	Hold	750	–	–	0.02%	70
2024 Q2	$45.9K	Hold	750	–	–	0.02%	85
2024 Q1	$53.5K	Hold	750	–	–	0.02%	78
2023 Q4	$58.4K	Hold	750	–	–	0.03%	67
2023 Q3	$40.9K	Hold	750	–	–	0.02%	76
2023 Q2	$48.5K	Hold	750	–	–	0.03%	64
2023 Q1	$36K	Hold	750	–	–	0.02%	73
2022 Q4	$26K	Buy	+750	New	+$25.6K	0.02%	78

Other funds holding SHOP

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

DecisionPoint Financial's SHOP Position: Q1 2026 in Review

DecisionPoint Financial reduced its Shopify (SHOP) stake by 11% in Q1 2026, selling an estimated $9.07K and leaving 544 shares worth $64.5K. The position accounts for 0.01% of the portfolio, ranked #79.

DecisionPoint Financial first reported a position in SHOP in Q4 2022 and has held it in 14 quarters since. The position peaked at $98.7K in Q4 2025. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

DecisionPoint Financial held 544 shares of Shopify worth $64.5K as of Q1 2026.
DecisionPoint Financial sold 69 Shopify shares in Q1 2026, an estimated $9.07K.
Shopify made up 0.01% of DecisionPoint Financial's portfolio in Q1 2026, its #79 holding.
DecisionPoint Financial first reported a position in Shopify in Q4 2022 and has held it in 14 quarters since.
DecisionPoint Financial's Shopify position peaked at $98.7K in Q4 2025.
1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on DecisionPoint Financial's 13F filing for Q1 2026, filed 6 May 2026.