Heritage Wealth Advisors’s Shopify SHOP Stock Holding History

Heritage Wealth 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	$46.9K	Buy	395 +310	+365%	+$40.7K	﹤0.01%	338
2025 Q4	$13.7K	Hold	85	–	–	﹤0.01%	432
2025 Q3	$12.6K	Hold	85	–	–	﹤0.01%	414
2025 Q2	$9.8K	Hold	85	–	–	﹤0.01%	424
2025 Q1	$8.12K	Hold	85	–	–	﹤0.01%	430
2024 Q4	$9.04K	Hold	85	–	–	﹤0.01%	449
2024 Q3	$6.81K	Hold	85	–	–	﹤0.01%	465
2024 Q2	$5.61K	Hold	85	–	–	﹤0.01%	446
2024 Q1	$6.56K	Hold	85	–	–	﹤0.01%	458
2023 Q4	$6.62K	Buy	+85	New	+$5.43K	﹤0.01%	473
2022 Q3	–	Sell	-1,410	Closed	-$44K	–	567
2022 Q2	$44K	Buy	+1,410	New	+$60.2K	﹤0.01%	339
2021 Q1	–	Sell	-1,000	Closed	-$113K	–	589
2020 Q4	$113K	Hold	1,000	–	–	0.01%	246
2020 Q3	$102K	Buy	+1,000	New	+$99.4K	0.01%	203

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

Heritage Wealth Advisors's SHOP Position: Q1 2026 in Review

Heritage Wealth Advisors increased its Shopify (SHOP) stake by 365% in Q1 2026, buying an estimated $40.7K and bringing the position to 395 shares worth $46.9K. The position accounts for ﹤0.01% of the portfolio, ranked #338.

Heritage Wealth Advisors first reported a position in SHOP in Q3 2020 and has held it in 13 quarters since. The position peaked at $113K in Q4 2020. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

Heritage Wealth Advisors held 395 shares of Shopify worth $46.9K as of Q1 2026.
Heritage Wealth Advisors bought 310 Shopify shares in Q1 2026, an estimated $40.7K.
Shopify made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #338 holding.
Heritage Wealth Advisors first reported a position in Shopify in Q3 2020 and has held it in 13 quarters since.
Heritage Wealth Advisors's Shopify position peaked at $113K in Q4 2020.
1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

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