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Measured Wealth Private Client Group’s Shopify SHOP Stock Holding History

Measured Wealth Private Client Group’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 		$1.19K Hold
10
– – ﹤0.01% 651
2025
Q4 		$1.61K Buy
+10
New +$1.61K ﹤0.01% 659
2018
Q4 		– Sell
-4,000
Closed -$66K – 590
2018
Q3 		$66K Buy
+4,000
New +$60.9K 0.04% 290

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

Measured Wealth Private Client Group's SHOP Position: Q1 2026 in Review

Measured Wealth Private Client Group held its Shopify (SHOP) position steady in Q1 2026 at 10 shares worth $1.19K. The position accounts for ﹤0.01% of the portfolio, ranked #651.

Measured Wealth Private Client Group first reported a position in SHOP in Q3 2018 and has held it in 3 quarters since. The position peaked at $66K in Q3 2018. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • Measured Wealth Private Client Group held 10 shares of Shopify worth $1.19K as of Q1 2026.
  • Measured Wealth Private Client Group left its Shopify share count unchanged in Q1 2026.
  • Shopify made up ﹤0.01% of Measured Wealth Private Client Group's portfolio in Q1 2026, its #651 holding.
  • Measured Wealth Private Client Group first reported a position in Shopify in Q3 2018 and has held it in 3 quarters since.
  • Measured Wealth Private Client Group's Shopify position peaked at $66K in Q3 2018.
  • 1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q1 2026, filed 13 May 2026.