IWM
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IHT Wealth Management’s Shopify SHOP Stock Holding History

IHT 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 		$1.35M Buy
11,386
+511
+5% +$67.1K 0.03% 487
2025
Q4 		$1.75M Buy
10,875
+768
+8% +$123K 0.04% 378
2025
Q3 		$1.5M Buy
10,107
+86
+0.9% +$11.7K 0.04% 407
2025
Q2 		$1.16M Buy
10,021
+202
+2% +$20.2K 0.03% 456
2025
Q1 		$937K Buy
9,819
+1,003
+11% +$109K 0.03% 493
2024
Q4 		$937K Buy
8,816
+344
+4% +$33.5K 0.03% 474
2024
Q3 		$678K Buy
8,472
+1,011
+14% +$69.8K 0.02% 623
2024
Q2 		$493K Buy
7,461
+397
+6% +$26.3K 0.02% 643
2024
Q1 		$545K Sell
7,064
-14,653
-67% -$1.16M 0.02% 598
2023
Q4 		$1.69M Sell
21,717
-1,358
-6% -$86.7K 0.08% 254
2023
Q3 		$1.26M Sell
23,075
-160
-0.7% -$9.7K 0.06% 295
2023
Q2 		$1.5M Buy
23,235
+5,204
+29% +$294K 0.08% 245
2023
Q1 		$864K Buy
18,031
+11,129
+161% +$490K 0.05% 339
2022
Q4 		$240K Sell
6,902
-1,307
-16% -$44.6K 0.02% 748
2022
Q3 		$221K Buy
8,209
+1,429
+21% +$48.6K 0.02% 747
2022
Q2 		$212K Sell
6,780
-3,190
-32% -$136K 0.02% 649
2022
Q1 		$674K Buy
9,970
+5,280
+113% +$434K 0.05% 333
2021
Q4 		$646K Buy
4,690
+90
+2% +$13.2K 0.05% 365
2021
Q3 		$624K Sell
4,600
-40
-0.9% -$5.99K 0.05% 357
2021
Q2 		$678K Buy
4,640
+480
+12% +$59.1K 0.04% 426
2021
Q1 		$460K Buy
4,160
+20
+0.5% +$2.42K 0.03% 485
2020
Q4 		$469K Buy
4,140
+880
+27% +$92.4K 0.04% 426
2020
Q3 		$333K Buy
3,260
+410
+14% +$40.8K 0.03% 451
2020
Q2 		$271K Buy
+2,850
New +$198K 0.04% 439

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

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

IHT Wealth Management increased its Shopify (SHOP) stake by 4.7% in Q1 2026, buying an estimated $67.1K and bringing the position to 11,386 shares worth $1.35M. The position accounts for 0.03% of the portfolio, ranked #487.

IHT Wealth Management first reported a position in SHOP in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.75M in Q4 2025. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • IHT Wealth Management held 11,386 shares of Shopify worth $1.35M as of Q1 2026.
  • IHT Wealth Management bought 511 Shopify shares in Q1 2026, an estimated $67.1K.
  • Shopify made up 0.03% of IHT Wealth Management's portfolio in Q1 2026, its #487 holding.
  • IHT Wealth Management first reported a position in Shopify in Q2 2020 and has held it in 24 quarters since.
  • IHT Wealth Management's Shopify position peaked at $1.75M in Q4 2025.
  • 1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.