GWM
SHOP icon

Greenline Wealth Management’s Shopify SHOP Stock Holding History

Greenline 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 		– Sell
-1,365
Closed -$220K – 445
2025
Q4 		$220K Buy
+1,365
New +$219K 0.23% 74

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

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

Greenline Wealth Management sold out of Shopify (SHOP) in Q1 2026, closing a stake of 1,365 shares — an estimated $220K sold.

Greenline Wealth Management first reported a position in SHOP in Q4 2025 and held it in 1 quarter. The position peaked at $220K in Q4 2025. 1,736 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • Greenline Wealth Management reported no remaining Shopify position as of Q1 2026 after selling out during the quarter.
  • Greenline Wealth Management sold 1,365 Shopify shares in Q1 2026, an estimated $220K.
  • Greenline Wealth Management first reported a position in Shopify in Q4 2025 and held it in 1 quarter.
  • Greenline Wealth Management's Shopify position peaked at $220K in Q4 2025.
  • 1,736 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Greenline Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.