Garden State Investment Advisory Services’s Shopify SHOP Stock Holding History

Garden State Investment Advisory Services’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	$197K	Sell	1,662 -76	-4%	-$9.99K	0.04%	291
2025 Q4	$280K	Sell	1,738 -151	-8%	-$24.2K	0.06%	243
2025 Q3	$281K	Hold	1,889	–	–	0.06%	239
2025 Q2	$218K	Buy	+1,889	New	+$189K	0.06%	263
2025 Q1	–	Sell	-1,930	Closed	-$205K	–	313
2024 Q4	$205K	Sell	1,930 -737	-28%	-$71.7K	0.06%	234
2024 Q3	$214K	Sell	2,667 -475	-15%	-$32.8K	0.07%	207
2024 Q2	$208K	Buy	3,142 +4	+0.1%	+$265	0.07%	210
2024 Q1	$243K	Sell	3,138 -1,550	-33%	-$122K	0.09%	188
2023 Q4	$365K	Buy	4,688 +2,125	+83%	+$136K	0.15%	134
2023 Q3	$140K	Sell	2,563 -1,930	-43%	-$117K	0.06%	185
2023 Q2	$290K	Sell	4,493 -196	-4%	-$11.1K	0.11%	146
2023 Q1	$225K	Buy	+4,689	New	+$206K	0.1%	171

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

Garden State Investment Advisory Services's SHOP Position: Q1 2026 in Review

Garden State Investment Advisory Services reduced its Shopify (SHOP) stake by 4.4% in Q1 2026, selling an estimated $9.99K and leaving 1,662 shares worth $197K. The position accounts for 0.04% of the portfolio, ranked #291.

Garden State Investment Advisory Services first reported a position in SHOP in Q1 2023 and has held it in 12 quarters since. The position peaked at $365K in Q4 2023. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

Garden State Investment Advisory Services held 1,662 shares of Shopify worth $197K as of Q1 2026.
Garden State Investment Advisory Services sold 76 Shopify shares in Q1 2026, an estimated $9.99K.
Shopify made up 0.04% of Garden State Investment Advisory Services's portfolio in Q1 2026, its #291 holding.
Garden State Investment Advisory Services first reported a position in Shopify in Q1 2023 and has held it in 12 quarters since.
Garden State Investment Advisory Services's Shopify position peaked at $365K in Q4 2023.
1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Garden State Investment Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.