FDW
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Fourth Dimension Wealth’s Shopify SHOP Stock Holding History

Fourth Dimension 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 		– Sell
-30
Closed -$4.83K – 625
2025
Q4 		$4.83K Hold
30
– – ﹤0.01% 486
2025
Q3 		$4.46K Hold
30
– – ﹤0.01% 497
2025
Q2 		$3.46K Sell
30
-180
-86% -$18K ﹤0.01% 510
2025
Q1 		$20K Sell
210
-70
-25% -$7.63K 0.01% 319
2024
Q4 		$29.8K Buy
+280
New +$27.2K 0.02% 276

Other funds holding SHOP

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Fourth Dimension Wealth's SHOP Position: Q1 2026 in Review

Fourth Dimension Wealth sold out of Shopify (SHOP) in Q1 2026, closing a stake of 30 shares — an estimated $4.83K sold.

Fourth Dimension Wealth first reported a position in SHOP in Q4 2024 and held it in 5 quarters. The position peaked at $29.8K in Q4 2024. 1,735 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • Fourth Dimension Wealth reported no remaining Shopify position as of Q1 2026 after selling out during the quarter.
  • Fourth Dimension Wealth sold 30 Shopify shares in Q1 2026, an estimated $4.83K.
  • Fourth Dimension Wealth first reported a position in Shopify in Q4 2024 and held it in 5 quarters.
  • Fourth Dimension Wealth's Shopify position peaked at $29.8K in Q4 2024.
  • 1,735 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Fourth Dimension Wealth's 13F filing for Q1 2026, filed 11 May 2026.