KAS
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KPP Advisory Services’s Shopify SHOP Stock Holding History

KPP Advisory Services’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 		– Sell
-1,501
Closed -$242K – 362
2025
Q4 		$242K Sell
1,501
-99
-6% -$15.9K 0.04% 298
2025
Q3 		$238K Sell
1,600
-419
-21% -$56.8K 0.04% 309
2025
Q2 		$233K Buy
+2,019
New +$202K 0.04% 286
2025
Q1 		– Sell
-2,123
Closed -$226K – 306
2024
Q4 		$226K Buy
+2,123
New +$206K 0.05% 232

Other funds holding SHOP

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

KPP Advisory Services's SHOP Position: Q1 2026 in Review

KPP Advisory Services sold out of Shopify (SHOP) in Q1 2026, closing a stake of 1,501 shares — an estimated $242K sold.

KPP Advisory Services first reported a position in SHOP in Q4 2024 and held it in 4 quarters. The position peaked at $242K in Q4 2025. 1,735 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • KPP Advisory Services reported no remaining Shopify position as of Q1 2026 after selling out during the quarter.
  • KPP Advisory Services sold 1,501 Shopify shares in Q1 2026, an estimated $242K.
  • KPP Advisory Services first reported a position in Shopify in Q4 2024 and held it in 4 quarters.
  • KPP Advisory Services's Shopify position peaked at $242K in Q4 2025.
  • 1,735 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on KPP Advisory Services's 13F filing for Q1 2026, filed 24 Apr 2026.