Lifeworks Advisors’s Shopify SHOP Stock Holding History

Lifeworks 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	–	Sell	-1,258	Closed	-$203K	–	334
2025 Q4	$203K	Buy	+1,258	New	+$202K	0.03%	323

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

Lifeworks Advisors's SHOP Position: Q1 2026 in Review

Lifeworks Advisors sold out of Shopify (SHOP) in Q1 2026, closing a stake of 1,258 shares — an estimated $203K sold.

Lifeworks Advisors first reported a position in SHOP in Q4 2025 and held it in 1 quarter. The position peaked at $203K in Q4 2025. 1,727 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

Lifeworks Advisors reported no remaining Shopify position as of Q1 2026 after selling out during the quarter.
Lifeworks Advisors sold 1,258 Shopify shares in Q1 2026, an estimated $203K.
Lifeworks Advisors first reported a position in Shopify in Q4 2025 and held it in 1 quarter.
Lifeworks Advisors's Shopify position peaked at $203K in Q4 2025.
1,727 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.