Empower Advisory Group
SHOP icon

Empower Advisory Group’s Shopify SHOP Stock Holding History

Empower Advisory Group’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 		$1.68M Sell
14,197
-2,439
-15% -$320K ﹤0.01% 215
2025
Q4 		$2.68M Buy
16,636
+1,180
+8% +$189K 0.01% 202
2025
Q3 		$2.3M Sell
15,456
-992
-6% -$134K 0.01% 207
2025
Q2 		$1.9M Buy
16,448
+2,167
+15% +$217K 0.01% 209
2025
Q1 		$1.36M Sell
14,281
-152
-1% -$16.6K ﹤0.01% 222
2024
Q4 		$1.53M Sell
14,433
-933
-6% -$90.7K 0.01% 215
2024
Q3 		$1.23M Buy
15,366
+315
+2% +$21.8K ﹤0.01% 221
2024
Q2 		$994K Sell
15,051
-429
-3% -$28.5K ﹤0.01% 225
2024
Q1 		$1.19M Sell
15,480
-903
-6% -$71.3K ﹤0.01% 220
2023
Q4 		$1.28M Buy
16,383
+93
+0.6% +$5.94K 0.01% 223
2023
Q3 		$889K Buy
16,290
+7,094
+77% +$430K ﹤0.01% 235
2023
Q2 		$594K Sell
9,196
-273
-3% -$15.4K ﹤0.01% 283
2023
Q1 		$451K Buy
+9,469
New +$417K ﹤0.01% 322

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

Empower Advisory Group's SHOP Position: Q1 2026 in Review

Empower Advisory Group reduced its Shopify (SHOP) stake by 15% in Q1 2026, selling an estimated $320K and leaving 14,197 shares worth $1.68M. The position accounts for ﹤0.01% of the portfolio, ranked #215.

Empower Advisory Group first reported a position in SHOP in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.68M in Q4 2025. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • Empower Advisory Group held 14,197 shares of Shopify worth $1.68M as of Q1 2026.
  • Empower Advisory Group sold 2,439 Shopify shares in Q1 2026, an estimated $320K.
  • Shopify made up ﹤0.01% of Empower Advisory Group's portfolio in Q1 2026, its #215 holding.
  • Empower Advisory Group first reported a position in Shopify in Q1 2023 and has held it in 13 quarters since.
  • Empower Advisory Group's Shopify position peaked at $2.68M in Q4 2025.
  • 1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Empower Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.