Financial Network Wealth Advisors’s Shopify SHOP Stock Holding History

Financial Network 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	$73.3K	Sell	618 -142	-19%	-$18.7K	0.08%	212
2025 Q4	$122K	Sell	760 -119	-14%	-$19.1K	0.13%	140
2025 Q3	$131K	Sell	879 -95	-10%	-$12.9K	0.14%	132
2025 Q2	$112K	Buy	974 +27	+3%	+$2.7K	0.14%	147
2025 Q1	$90.4K	Buy	947 +58	+7%	+$6.32K	0.12%	162
2024 Q4	$94.5K	Sell	889 -565	-39%	-$55K	0.18%	107
2024 Q3	$117K	Buy	1,454 +427	+42%	+$29.5K	0.1%	178
2024 Q2	$67.4K	Buy	+1,027	New	+$68.1K	0.05%	269

Other funds holding SHOP

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Financial Network Wealth Advisors's SHOP Position: Q1 2026 in Review

Financial Network Wealth Advisors reduced its Shopify (SHOP) stake by 19% in Q1 2026, selling an estimated $18.7K and leaving 618 shares worth $73.3K. The position accounts for 0.08% of the portfolio, ranked #212.

Financial Network Wealth Advisors first reported a position in SHOP in Q2 2024 and has held it in 8 quarters since. The position peaked at $131K in Q3 2025. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

Financial Network Wealth Advisors held 618 shares of Shopify worth $73.3K as of Q1 2026.
Financial Network Wealth Advisors sold 142 Shopify shares in Q1 2026, an estimated $18.7K.
Shopify made up 0.08% of Financial Network Wealth Advisors's portfolio in Q1 2026, its #212 holding.
Financial Network Wealth Advisors first reported a position in Shopify in Q2 2024 and has held it in 8 quarters since.
Financial Network Wealth Advisors's Shopify position peaked at $131K in Q3 2025.
1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.