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Guardian Wealth Advisors (North Carolina)’s Shopify SHOP Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$644K Buy
5,427
+1,025
+23% +$135K 0.04% 191
2025
Q4 		$709K Sell
4,402
-144
-3% -$23.1K 0.04% 178
2025
Q3 		$676K Sell
4,546
-401
-8% -$54.4K 0.04% 178
2025
Q2 		$571K Buy
4,947
+314
+7% +$31.4K 0.04% 184
2025
Q1 		$442K Sell
4,633
-266
-5% -$29K 0.04% 200
2024
Q4 		$521K Buy
4,899
+984
+25% +$95.7K 0.04% 186
2024
Q3 		$314K Sell
3,915
-260
-6% -$18K 0.03% 207
2024
Q2 		$276K Buy
4,175
+250
+6% +$16.6K 0.03% 214
2024
Q1 		$303K Sell
3,925
-10
-0.3% -$790 0.04% 210
2023
Q4 		$307K Sell
3,935
-510
-11% -$32.6K 0.05% 190
2023
Q3 		$243K Buy
4,445
+400
+10% +$24.2K 0.04% 204
2023
Q2 		$261K Sell
4,045
-6,010
-60% -$340K 0.04% 183
2023
Q1 		$482K Buy
10,055
+2,105
+26% +$92.6K 0.08% 124
2022
Q4 		$276K Buy
+7,950
New +$271K 0.05% 161

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

Guardian Wealth Advisors (North Carolina)'s SHOP Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) increased its Shopify (SHOP) stake by 23% in Q1 2026, buying an estimated $135K and bringing the position to 5,427 shares worth $644K. The position accounts for 0.04% of the portfolio, ranked #191.

Guardian Wealth Advisors (North Carolina) first reported a position in SHOP in Q4 2022 and has held it in 14 quarters since. The position peaked at $709K in Q4 2025. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • Guardian Wealth Advisors (North Carolina) held 5,427 shares of Shopify worth $644K as of Q1 2026.
  • Guardian Wealth Advisors (North Carolina) bought 1,025 Shopify shares in Q1 2026, an estimated $135K.
  • Shopify made up 0.04% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #191 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Shopify in Q4 2022 and has held it in 14 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s Shopify position peaked at $709K in Q4 2025.
  • 1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.