Medallion Wealth Advisors’s Shopify SHOP Stock Holding History

Medallion Wealth 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	$11.9K	Sell	100 -100	-50%	-$13.1K	﹤0.01%	739
2025 Q4	$32.2K	Hold	200	–	–	0.01%	551
2025 Q3	$29.7K	Hold	200	–	–	0.01%	563
2025 Q2	$22.5K	Sell	200 -8	-4%	-$800	0.01%	599
2025 Q1	$20.3K	Sell	208 -9	-4%	-$981	0.01%	569
2024 Q4	$23.1K	Buy	+217	New	+$21.1K	0.01%	537

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

Medallion Wealth Advisors's SHOP Position: Q1 2026 in Review

Medallion Wealth Advisors reduced its Shopify (SHOP) stake by 50% in Q1 2026, selling an estimated $13.1K and leaving 100 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #739.

Medallion Wealth Advisors first reported a position in SHOP in Q4 2024 and has held it in 6 quarters since. The position peaked at $32.2K in Q4 2025. 1,726 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

Medallion Wealth Advisors held 100 shares of Shopify worth $11.9K as of Q1 2026.
Medallion Wealth Advisors sold 100 Shopify shares in Q1 2026, an estimated $13.1K.
Shopify made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #739 holding.
Medallion Wealth Advisors first reported a position in Shopify in Q4 2024 and has held it in 6 quarters since.
Medallion Wealth Advisors's Shopify position peaked at $32.2K in Q4 2025.
1,726 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.