EW
SHOP icon

Evoke Wealth’s Shopify SHOP Stock Holding History

Evoke Wealth’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 		$1.46M Sell
12,293
-2,641
-18% -$347K 0.03% 221
2025
Q4 		$2.4M Buy
14,934
+7,516
+101% +$1.21M 0.04% 157
2025
Q3 		$1.1M Buy
7,418
+285
+4% +$38.6K 0.02% 237
2025
Q2 		$823K Buy
7,133
+90
+1% +$9K 0.02% 258
2025
Q1 		$672K Buy
7,043
+432
+7% +$47.1K 0.02% 233
2024
Q4 		$703K Buy
6,611
+180
+3% +$17.5K 0.02% 217
2024
Q3 		$515K Buy
+6,431
New +$444K 0.01% 249
2024
Q2 		– Sell
-6,365
Closed -$491K – 336
2024
Q1 		$491K Buy
+6,365
New +$503K 0.01% 250
2022
Q4 		– Sell
-810
Closed -$22K – 1009
2022
Q3 		$22K Hold
810
– – ﹤0.01% 631
2022
Q2 		$25K Sell
810
-100
-11% -$4.27K ﹤0.01% 620
2022
Q1 		$62K Sell
910
-1,080
-54% -$88.7K ﹤0.01% 493
2021
Q4 		$274K Buy
1,990
+350
+21% +$51.1K 0.01% 322
2021
Q3 		$222K Buy
1,640
+180
+12% +$27K 0.01% 328
2021
Q2 		$213K Buy
1,460
+1,260
+630% +$155K 0.01% 340
2021
Q1 		$22K Sell
200
-450
-69% -$54.4K ﹤0.01% 574
2020
Q4 		$74K Sell
650
-1,020
-61% -$107K 0.01% 325
2020
Q3 		$171K Sell
1,670
-180
-10% -$17.9K 0.01% 226
2020
Q2 		$176K Sell
1,850
-1,520
-45% -$106K 0.02% 206
2020
Q1 		$141K Buy
+3,370
New +$152K 0.02% 217
2019
Q4 		– Sell
-1,830
Closed -$57K – 1439
2019
Q3 		$57K Buy
+1,830
New +$62.7K 0.01% 443

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

Evoke Wealth's SHOP Position: Q1 2026 in Review

Evoke Wealth reduced its Shopify (SHOP) stake by 18% in Q1 2026, selling an estimated $347K and leaving 12,293 shares worth $1.46M. The position accounts for 0.03% of the portfolio, ranked #221.

Evoke Wealth first reported a position in SHOP in Q3 2019 and has held it in 20 quarters since. The position peaked at $2.4M in Q4 2025. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • Evoke Wealth held 12,293 shares of Shopify worth $1.46M as of Q1 2026.
  • Evoke Wealth sold 2,641 Shopify shares in Q1 2026, an estimated $347K.
  • Shopify made up 0.03% of Evoke Wealth's portfolio in Q1 2026, its #221 holding.
  • Evoke Wealth first reported a position in Shopify in Q3 2019 and has held it in 20 quarters since.
  • Evoke Wealth's Shopify position peaked at $2.4M in Q4 2025.
  • 1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

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