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GeoWealth Management’s Shopify SHOP Stock Holding History

GeoWealth 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 		$447K Sell
3,765
-2,239
-37% -$294K 0.02% 491
2025
Q4 		$966K Buy
6,004
+2,051
+52% +$329K 0.04% 282
2025
Q3 		$587K Buy
3,953
+1,774
+81% +$241K 0.02% 408
2025
Q2 		$251K Buy
2,179
+480
+28% +$48K 0.01% 595
2025
Q1 		$162K Sell
1,699
-3,770
-69% -$411K 0.01% 703
2024
Q4 		$582K Sell
5,469
-837
-13% -$81.4K 0.02% 434
2024
Q3 		$505K Sell
6,306
-783
-11% -$54.1K 0.02% 467
2024
Q2 		$468K Buy
7,089
+3,240
+84% +$215K 0.02% 449
2024
Q1 		$297K Buy
3,849
+1,366
+55% +$108K 0.01% 575
2023
Q4 		$193K Buy
+2,483
New +$159K 0.02% 512

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

GeoWealth Management's SHOP Position: Q1 2026 in Review

GeoWealth Management reduced its Shopify (SHOP) stake by 37% in Q1 2026, selling an estimated $294K and leaving 3,765 shares worth $447K. The position accounts for 0.02% of the portfolio, ranked #491.

GeoWealth Management first reported a position in SHOP in Q4 2023 and has held it in 10 quarters since. The position peaked at $966K in Q4 2025. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • GeoWealth Management held 3,765 shares of Shopify worth $447K as of Q1 2026.
  • GeoWealth Management sold 2,239 Shopify shares in Q1 2026, an estimated $294K.
  • Shopify made up 0.02% of GeoWealth Management's portfolio in Q1 2026, its #491 holding.
  • GeoWealth Management first reported a position in Shopify in Q4 2023 and has held it in 10 quarters since.
  • GeoWealth Management's Shopify position peaked at $966K in Q4 2025.
  • 1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.