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Fiduciary Planning’s Shopify SHOP Stock Holding History

Fiduciary Planning’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 		$1.16M Buy
9,787
+493
+5% +$64.8K 0.35% 33
2025
Q4 		$1.5M Sell
9,294
-236
-2% -$37.9K 0.45% 31
2025
Q3 		$1.42M Buy
9,530
+599
+7% +$81.2K 0.43% 31
2025
Q2 		$1.03M Hold
8,931
– – 0.34% 36
2025
Q1 		$853K Buy
8,931
+3,010
+51% +$328K 0.28% 39
2024
Q4 		$630K Buy
+5,921
New +$576K 0.2% 47

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

Fiduciary Planning's SHOP Position: Q1 2026 in Review

Fiduciary Planning increased its Shopify (SHOP) stake by 5.3% in Q1 2026, buying an estimated $64.8K and bringing the position to 9,787 shares worth $1.16M. The position accounts for 0.35% of the portfolio, ranked #33.

Fiduciary Planning first reported a position in SHOP in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.5M in Q4 2025. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • Fiduciary Planning held 9,787 shares of Shopify worth $1.16M as of Q1 2026.
  • Fiduciary Planning bought 493 Shopify shares in Q1 2026, an estimated $64.8K.
  • Shopify made up 0.35% of Fiduciary Planning's portfolio in Q1 2026, its #33 holding.
  • Fiduciary Planning first reported a position in Shopify in Q4 2024 and has held it in 6 quarters since.
  • Fiduciary Planning's Shopify position peaked at $1.5M in Q4 2025.
  • 1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Fiduciary Planning's 13F filing for Q1 2026, filed 27 Apr 2026.