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McGlone Suttner Wealth Management’s Shopify SHOP Stock Holding History

McGlone Suttner 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
-1,485
Closed -$239K – 199
2025
Q4 		$239K Sell
1,485
-785
-35% -$126K 0.03% 175
2025
Q3 		$337K Hold
2,270
– – 0.05% 146
2025
Q2 		$262K Hold
2,270
– – 0.04% 164
2025
Q1 		$217K Hold
2,270
– – 0.04% 179
2024
Q4 		$241K Buy
+2,270
New +$221K 0.04% 154

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

McGlone Suttner Wealth Management's SHOP Position: Q1 2026 in Review

McGlone Suttner Wealth Management sold out of Shopify (SHOP) in Q1 2026, closing a stake of 1,485 shares — an estimated $239K sold.

McGlone Suttner Wealth Management first reported a position in SHOP in Q4 2024 and held it in 5 quarters. The position peaked at $337K in Q3 2025. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • McGlone Suttner Wealth Management reported no remaining Shopify position as of Q1 2026 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 1,485 Shopify shares in Q1 2026, an estimated $239K.
  • McGlone Suttner Wealth Management first reported a position in Shopify in Q4 2024 and held it in 5 quarters.
  • McGlone Suttner Wealth Management's Shopify position peaked at $337K in Q3 2025.
  • 1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.