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Focused Wealth Management’s Shopify SHOP Stock Holding History

Focused Wealth 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 		$621K Sell
5,238
-320
-6% -$42K 0.06% 98
2025
Q4 		$895K Buy
5,558
+130
+2% +$20.9K 0.09% 82
2025
Q3 		$807K Sell
5,428
-1,000
-16% -$136K 0.09% 83
2025
Q2 		$741K Hold
6,428
– – 0.09% 82
2025
Q1 		$614K Buy
6,428
+30
+0.5% +$3.27K 0.08% 79
2024
Q4 		$680K Sell
6,398
-875
-12% -$85.1K 0.09% 70
2024
Q3 		$583K Sell
7,273
-778
-10% -$53.7K 0.08% 93
2024
Q2 		$532K Buy
8,051
+1,713
+27% +$114K 0.08% 89
2024
Q1 		$489K Buy
6,338
+100
+2% +$7.9K 0.08% 87
2023
Q4 		$486K Hold
6,238
– – 0.08% 79
2023
Q3 		$340K Buy
6,238
+3,813
+157% +$231K 0.06% 92
2023
Q2 		$157K Sell
2,425
-1,200
-33% -$67.8K 0.03% 160
2023
Q1 		$174K Buy
3,625
+1,380
+61% +$60.7K 0.04% 151
2022
Q4 		$77.9K Sell
2,245
-85
-4% -$2.9K 0.02% 240
2022
Q3 		$63K Hold
2,330
– – 0.01% 244
2022
Q2 		$73K Buy
2,330
+680
+41% +$29K 0.01% 229
2022
Q1 		$112K Buy
1,650
+620
+60% +$50.9K 0.02% 198
2021
Q4 		$142K Buy
1,030
+90
+10% +$13.2K 0.02% 232
2021
Q3 		$127K Buy
940
+700
+292% +$105K 0.02% 249
2021
Q2 		$35K Sell
240
-600
-71% -$73.9K 0.01% 431
2021
Q1 		$93K Hold
840
– – 0.02% 288
2020
Q4 		$95K Buy
840
+600
+250% +$63K 0.02% 275
2020
Q3 		$25K Buy
+240
New +$23.9K 0.01% 384

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

Focused Wealth Management's SHOP Position: Q1 2026 in Review

Focused Wealth Management reduced its Shopify (SHOP) stake by 5.8% in Q1 2026, selling an estimated $42K and leaving 5,238 shares worth $621K. The position accounts for 0.06% of the portfolio, ranked #98.

Focused Wealth Management first reported a position in SHOP in Q3 2020 and has held it in 23 quarters since. The position peaked at $895K in Q4 2025. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • Focused Wealth Management held 5,238 shares of Shopify worth $621K as of Q1 2026.
  • Focused Wealth Management sold 320 Shopify shares in Q1 2026, an estimated $42K.
  • Shopify made up 0.06% of Focused Wealth Management's portfolio in Q1 2026, its #98 holding.
  • Focused Wealth Management first reported a position in Shopify in Q3 2020 and has held it in 23 quarters since.
  • Focused Wealth Management's Shopify position peaked at $895K in Q4 2025.
  • 1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Focused Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.