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SHOP icon

GWN Securities’s Shopify SHOP Stock Holding History

GWN Securities’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 		$318K Buy
2,677
+1,028
+62% +$135K 0.06% 351
2025
Q4 		$265K Buy
+1,649
New +$265K 0.05% 367
2025
Q3 		– Sell
-1,774
Closed -$205K – 436
2025
Q2 		$205K Sell
1,774
-2,409
-58% -$241K 0.04% 372
2025
Q1 		$399K Buy
+4,183
New +$456K 0.02% 515

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

GWN Securities's SHOP Position: Q1 2026 in Review

GWN Securities increased its Shopify (SHOP) stake by 62% in Q1 2026, buying an estimated $135K and bringing the position to 2,677 shares worth $318K. The position accounts for 0.06% of the portfolio, ranked #351.

GWN Securities first reported a position in SHOP in Q1 2025 and has held it in 4 quarters since. The position peaked at $399K in Q1 2025. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • GWN Securities held 2,677 shares of Shopify worth $318K as of Q1 2026.
  • GWN Securities bought 1,028 Shopify shares in Q1 2026, an estimated $135K.
  • Shopify made up 0.06% of GWN Securities's portfolio in Q1 2026, its #351 holding.
  • GWN Securities first reported a position in Shopify in Q1 2025 and has held it in 4 quarters since.
  • GWN Securities's Shopify position peaked at $399K in Q1 2025.
  • 1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on GWN Securities's 13F filing for Q1 2026, filed 15 May 2026.