GBWM
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Granite Bay Wealth Management’s Shopify SHOP Stock Holding History

Granite Bay 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 		$601K Hold
5,068
– – 0.13% 50
2025
Q4 		$816K Sell
5,068
-221
-4% -$35.5K 0.2% 43
2025
Q3 		$786K Sell
5,289
-2,833
-35% -$384K 0.2% 42
2025
Q2 		$937K Sell
8,122
-3,426
-30% -$343K 0.3% 34
2025
Q1 		$1.1M Sell
11,548
-1,455
-11% -$159K 0.38% 35
2024
Q4 		$1.38M Sell
13,003
-2,067
-14% -$201K 0.51% 30
2024
Q3 		$1.21M Sell
15,070
-986
-6% -$68.1K 0.68% 21
2024
Q2 		$1.06M Buy
16,056
+24
+0.1% +$1.59K 0.57% 24
2024
Q1 		$1.24M Sell
16,032
-1,092,164
-99% -$86.3M 0.7% 31
2023
Q4 		$70.8M Buy
1,108,196
+12,835
+1% +$820K 0.63% 28
2023
Q3 		$66.4M Buy
1,095,361
+1,077,959
+6,194% +$65.3M 0.65% 29
2023
Q2 		$1.12M Buy
17,402
+936
+6% +$52.9K 1.05% 17
2023
Q1 		$789K Buy
16,466
+245
+2% +$10.8K 0.55% 30
2022
Q4 		$563K Sell
16,221
-37
-0.2% -$1.26K 0.37% 34
2022
Q3 		$438K Buy
16,258
+1,028
+7% +$35K 0.35% 34
2022
Q2 		$476K Buy
15,230
+460
+3% +$19.6K 0.37% 33
2022
Q1 		$998K Buy
14,770
+4,750
+47% +$390K 0.81% 21
2021
Q4 		$1.38M Buy
+10,020
New +$1.46M 1.36% 16

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

Granite Bay Wealth Management's SHOP Position: Q1 2026 in Review

Granite Bay Wealth Management held its Shopify (SHOP) position steady in Q1 2026 at 5,068 shares worth $601K. The position accounts for 0.13% of the portfolio, ranked #50.

Granite Bay Wealth Management first reported a position in SHOP in Q4 2021 and has held it in 18 quarters since. The position peaked at $70.8M in Q4 2023. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • Granite Bay Wealth Management held 5,068 shares of Shopify worth $601K as of Q1 2026.
  • Granite Bay Wealth Management left its Shopify share count unchanged in Q1 2026.
  • Shopify made up 0.13% of Granite Bay Wealth Management's portfolio in Q1 2026, its #50 holding.
  • Granite Bay Wealth Management first reported a position in Shopify in Q4 2021 and has held it in 18 quarters since.
  • Granite Bay Wealth Management's Shopify position peaked at $70.8M in Q4 2023.
  • 1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Granite Bay Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.