Focus Partners Wealth
SHOP icon

Focus Partners Wealth’s Shopify SHOP Stock Holding History

Focus Partners 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 		$22M Sell
184,788
-19,922
-10% -$2.62M 0.02% 475
2025
Q4 		$32.8M Buy
204,710
+28,947
+16% +$4.65M 0.04% 376
2025
Q3 		$26.1M Buy
175,763
+25,235
+17% +$3.42M 0.04% 343
2025
Q2 		$17.4M Sell
150,528
-138,194
-48% -$13.8M 0.04% 388
2025
Q1 		$27.6M Buy
288,722
+19,658
+7% +$2.14M 0.07% 268
2024
Q4 		$28.6M Buy
269,064
+96,283
+56% +$9.36M 0.07% 244
2024
Q3 		$13.8M Sell
172,781
-11,825
-6% -$817K 0.04% 344
2024
Q2 		$12.2M Buy
184,606
+17,586
+11% +$1.17M 0.04% 334
2024
Q1 		$12.9M Buy
167,020
+160,184
+2,343% +$12.7M 0.1% 189
2023
Q4 		$533K Buy
+6,836
New +$437K 0.01% 568

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

Focus Partners Wealth's SHOP Position: Q1 2026 in Review

Focus Partners Wealth reduced its Shopify (SHOP) stake by 9.7% in Q1 2026, selling an estimated $2.62M and leaving 184,788 shares worth $22M. The position accounts for 0.02% of the portfolio, ranked #475.

Focus Partners Wealth first reported a position in SHOP in Q4 2023 and has held it in 10 quarters since. The position peaked at $32.8M in Q4 2025. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • Focus Partners Wealth held 184,788 shares of Shopify worth $22M as of Q1 2026.
  • Focus Partners Wealth sold 19,922 Shopify shares in Q1 2026, an estimated $2.62M.
  • Shopify made up 0.02% of Focus Partners Wealth's portfolio in Q1 2026, its #475 holding.
  • Focus Partners Wealth first reported a position in Shopify in Q4 2023 and has held it in 10 quarters since.
  • Focus Partners Wealth's Shopify position peaked at $32.8M in Q4 2025.
  • 1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

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