Marks Group Wealth Management’s Shopify SHOP Stock Holding History

Marks Group 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	–	Sell	-4,104	Closed	-$661K	–	358
2025 Q4	$661K	Sell	4,104 -153	-4%	-$24.6K	0.06%	220
2025 Q3	$633K	Sell	4,257 -1,658	-28%	-$225K	0.06%	205
2025 Q2	$682K	Sell	5,915 -37	-0.6%	-$3.7K	0.06%	205
2025 Q1	$568K	Sell	5,952 -2,158	-27%	-$235K	0.05%	227
2024 Q4	$862K	Buy	8,110 +373	+5%	+$36.3K	0.08%	179
2024 Q3	$620K	Buy	7,737 +426	+6%	+$29.4K	0.06%	206
2024 Q2	$483K	Buy	7,311 +1,421	+24%	+$94.3K	0.05%	224
2024 Q1	$455K	Buy	5,890 +180	+3%	+$14.2K	0.05%	226
2023 Q4	$445K	Buy	+5,710	New	+$365K	0.05%	225

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

Marks Group Wealth Management's SHOP Position: Q1 2026 in Review

Marks Group Wealth Management sold out of Shopify (SHOP) in Q1 2026, closing a stake of 4,104 shares — an estimated $661K sold.

Marks Group Wealth Management first reported a position in SHOP in Q4 2023 and held it in 9 quarters. The position peaked at $862K in Q4 2024. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

Marks Group Wealth Management reported no remaining Shopify position as of Q1 2026 after selling out during the quarter.
Marks Group Wealth Management sold 4,104 Shopify shares in Q1 2026, an estimated $661K.
Marks Group Wealth Management first reported a position in Shopify in Q4 2023 and held it in 9 quarters.
Marks Group Wealth Management's Shopify position peaked at $862K in Q4 2024.
1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Marks Group Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.