Laurel Wealth Advisors (North Carolina)’s Shopify SHOP Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	-260	Closed	-$41.9K	–	560
2025 Q4	$41.9K	Buy	+260	New	+$41.7K	0.01%	342
2025 Q2	–	Sell	-260	Closed	-$24.8K	–	581
2025 Q1	$24.8K	Hold	260	–	–	﹤0.01%	390
2024 Q4	$27.6K	Hold	260	–	–	﹤0.01%	375
2024 Q3	$20.8K	Sell	260 -220	-46%	-$15.2K	﹤0.01%	405
2024 Q2	$31.7K	Hold	480	–	–	0.01%	329
2024 Q1	$37K	Buy	480 +470	+4,700%	+$37.1K	0.01%	322
2023 Q4	$779	Hold	10	–	–	﹤0.01%	527
2023 Q3	$546	Buy	+10	New	+$606	﹤0.01%	540
2021 Q3	–	Sell	-100	Closed	-$15K	–	730
2021 Q2	$15K	Hold	100	–	–	﹤0.01%	416
2021 Q1	$11K	Hold	100	–	–	﹤0.01%	417
2020 Q4	$11K	Buy	+100	New	+$10.5K	﹤0.01%	410
2020 Q2	–	Sell	-200	Closed	-$8K	–	536
2020 Q1	$8K	Hold	200	–	–	﹤0.01%	383
2019 Q4	$8K	Buy	+200	New	+$6.76K	﹤0.01%	410

Other funds holding SHOP

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s SHOP Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of Shopify (SHOP) in Q1 2026, closing a stake of 260 shares — an estimated $41.9K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in SHOP in Q4 2019 and held it in 13 quarters. The position peaked at $41.9K in Q4 2025. 1,735 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

Laurel Wealth Advisors (North Carolina) reported no remaining Shopify position as of Q1 2026 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 260 Shopify shares in Q1 2026, an estimated $41.9K.
Laurel Wealth Advisors (North Carolina) first reported a position in Shopify in Q4 2019 and held it in 13 quarters.
Laurel Wealth Advisors (North Carolina)'s Shopify position peaked at $41.9K in Q4 2025.
1,735 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.