Financial Gravity Asset Management’s Shopify SHOP Stock Holding History

Financial Gravity Asset 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	$356	Buy	+3	New	+$394	﹤0.01%	816
2025 Q1	$23K	Buy	+241	New	+$26.3K	0.01%	456
2024 Q2	–	Sell	-27	Closed	-$2.12K	–	1730
2024 Q1	$2.12K	Sell	27 -33	-55%	-$2.61K	﹤0.01%	673
2023 Q4	$4.53K	Buy	+60	New	+$3.83K	﹤0.01%	610
2021 Q3	$1.36M	Sell	160 -10	-6%	-$1.5K	0.64%	30
2021 Q2	$1.46M	Buy	+170	New	+$20.9K	0.52%	41
2019 Q4	–	Sell	-8,000	Closed	-$249K	–	1667
2019 Q3	$249K	Sell	8,000 -2,390	-23%	-$81.8K	0.21%	95
2019 Q2	$312K	Sell	10,390 -2,620	-20%	-$68.2K	0.26%	89
2019 Q1	$268K	Buy	+13,010	New	+$230K	0.22%	98

Other funds holding SHOP

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Financial Gravity Asset Management's SHOP Position: Q1 2026 in Review

Financial Gravity Asset Management opened a new position in Shopify (SHOP) in Q1 2026: 3 shares worth $356. The stake represents ﹤0.01% of the portfolio and ranks #816 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in SHOP as recently as Q1 2025.

Financial Gravity Asset Management first reported a position in SHOP in Q1 2019 and has held it in 9 quarters since. The position peaked at $1.46M in Q2 2021. 1,739 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

Financial Gravity Asset Management held 3 shares of Shopify worth $356 as of Q1 2026.
Shopify was a new Financial Gravity Asset Management position in Q1 2026.
Shopify made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #816 holding.
Financial Gravity Asset Management first reported a position in Shopify in Q1 2019 and has held it in 9 quarters since.
Financial Gravity Asset Management's Shopify position peaked at $1.46M in Q2 2021.
1,739 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.