Guerra Pan Advisors’s Shopify SHOP Stock Holding History

Guerra Pan Advisors’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	$205K	Sell	1,732 -31	-2%	-$4.07K	0.13%	117
2025 Q4	$284K	Hold	1,763	–	–	0.17%	90
2025 Q3	$262K	Hold	1,763	–	–	0.16%	94
2025 Q2	$203K	Buy	+1,763	New	+$176K	0.13%	111
2024 Q2	–	Sell	-2,713	Closed	-$209K	–	105
2024 Q1	$209K	Buy	2,713 +128	+5%	+$10.1K	0.19%	98
2023 Q4	$201K	Buy	+2,585	New	+$165K	0.19%	102
2022 Q1	–	Sell	-2,590	Closed	-$357K	–	108
2021 Q4	$357K	Buy	+2,590	New	+$378K	0.35%	72

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

Guerra Pan Advisors's SHOP Position: Q1 2026 in Review

Guerra Pan Advisors reduced its Shopify (SHOP) stake by 1.8% in Q1 2026, selling an estimated $4.07K and leaving 1,732 shares worth $205K. The position accounts for 0.13% of the portfolio, ranked #117.

Guerra Pan Advisors first reported a position in SHOP in Q4 2021 and has held it in 7 quarters since. The position peaked at $357K in Q4 2021. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

Guerra Pan Advisors held 1,732 shares of Shopify worth $205K as of Q1 2026.
Guerra Pan Advisors sold 31 Shopify shares in Q1 2026, an estimated $4.07K.
Shopify made up 0.13% of Guerra Pan Advisors's portfolio in Q1 2026, its #117 holding.
Guerra Pan Advisors first reported a position in Shopify in Q4 2021 and has held it in 7 quarters since.
Guerra Pan Advisors's Shopify position peaked at $357K in Q4 2021.
1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Guerra Pan Advisors's 13F filing for Q1 2026, filed 12 May 2026.