EWA
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Evolution Wealth Advisors’s Shopify SHOP Stock Holding History

Evolution Wealth Advisors’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 		$299K Buy
2,521
+807
+47% +$106K 0.03% 140
2025
Q4 		$276K Buy
1,714
+11
+0.6% +$1.77K 0.03% 139
2025
Q3 		$253K Buy
+1,703
New +$231K 0.03% 148
2025
Q2 		– Sell
-2,381
Closed -$227K – 176
2025
Q1 		$227K Sell
2,381
-272
-10% -$29.6K 0.04% 134
2024
Q4 		$282K Sell
2,653
-90
-3% -$8.75K 0.05% 117
2024
Q3 		$220K Buy
+2,743
New +$189K 0.04% 124
2024
Q2 		– Sell
-2,945
Closed -$227K – 139
2024
Q1 		$227K Buy
2,945
+135
+5% +$10.7K 0.04% 120
2023
Q4 		$219K Buy
+2,810
New +$179K 0.04% 117
2023
Q1 		– Sell
-21,181
Closed -$735K – 131
2022
Q4 		$735K Sell
21,181
-16,150
-43% -$551K 0.19% 58
2022
Q3 		$1.01M Buy
37,331
+3,231
+9% +$110K 0.28% 48
2022
Q2 		$1.06M Buy
34,100
+350
+1% +$14.9K 0.27% 52
2022
Q1 		$2.28M Buy
33,750
+31,020
+1,136% +$2.55M 0.47% 38
2021
Q4 		$376 Hold
2,730
– – 0.06% 86
2021
Q3 		$370K Buy
2,730
+20
+0.7% +$3K 0.08% 71
2021
Q2 		$396K Hold
2,710
– – 0.08% 75
2021
Q1 		$300K Buy
2,710
+150
+6% +$18.1K 0.07% 87
2020
Q4 		$290K Sell
2,560
-410
-14% -$43K 0.07% 89
2020
Q3 		$304K Buy
2,970
+460
+18% +$45.7K 0.08% 80
2020
Q2 		$238K Buy
2,510
+1,090
+77% +$75.7K 0.08% 73
2020
Q1 		$59K Buy
1,420
+1,290
+992% +$58.2K 0.02% 107
2019
Q4 		$5K Buy
+130
New +$4.4K ﹤0.01% 410
2019
Q1 		– Sell
-4,010
Closed -$56K – 143
2018
Q4 		$56K Buy
+4,010
New +$56.4K 0.03% 92

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

Evolution Wealth Advisors's SHOP Position: Q1 2026 in Review

Evolution Wealth Advisors increased its Shopify (SHOP) stake by 47% in Q1 2026, buying an estimated $106K and bringing the position to 2,521 shares worth $299K. The position accounts for 0.03% of the portfolio, ranked #140.

Evolution Wealth Advisors first reported a position in SHOP in Q4 2018 and has held it in 22 quarters since. The position peaked at $2.28M in Q1 2022. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • Evolution Wealth Advisors held 2,521 shares of Shopify worth $299K as of Q1 2026.
  • Evolution Wealth Advisors bought 807 Shopify shares in Q1 2026, an estimated $106K.
  • Shopify made up 0.03% of Evolution Wealth Advisors's portfolio in Q1 2026, its #140 holding.
  • Evolution Wealth Advisors first reported a position in Shopify in Q4 2018 and has held it in 22 quarters since.
  • Evolution Wealth Advisors's Shopify position peaked at $2.28M in Q1 2022.
  • 1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Evolution Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.