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Destination Wealth Management’s Shopify SHOP Stock Holding History

Destination Wealth Management’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 		$759K Buy
6,397
+1,065
+20% +$140K 0.02% 166
2025
Q4 		$858K Buy
+5,332
New +$856K 0.02% 152
2020
Q1 		– Sell
-6,000
Closed -$239K – 170
2019
Q4 		$239K Buy
+6,000
New +$203K 0.01% 146
2019
Q2 		– Sell
-10
Closed – – 716
2019
Q1 		$0 Buy
+10
New +$177 ﹤0.01% 718

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

Destination Wealth Management's SHOP Position: Q1 2026 in Review

Destination Wealth Management increased its Shopify (SHOP) stake by 20% in Q1 2026, buying an estimated $140K and bringing the position to 6,397 shares worth $759K. The position accounts for 0.02% of the portfolio, ranked #166.

Destination Wealth Management first reported a position in SHOP in Q1 2019 and has held it in 4 quarters since. The position peaked at $858K in Q4 2025. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • Destination Wealth Management held 6,397 shares of Shopify worth $759K as of Q1 2026.
  • Destination Wealth Management bought 1,065 Shopify shares in Q1 2026, an estimated $140K.
  • Shopify made up 0.02% of Destination Wealth Management's portfolio in Q1 2026, its #166 holding.
  • Destination Wealth Management first reported a position in Shopify in Q1 2019 and has held it in 4 quarters since.
  • Destination Wealth Management's Shopify position peaked at $858K in Q4 2025.
  • 1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

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