Mindset Wealth Management’s Shopify SHOP Stock Holding History

Mindset 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	$352K	Sell	2,970 -107	-3%	-$14.1K	0.09%	111
2025 Q4	$495K	Sell	3,077 -19	-0.6%	-$3.05K	0.13%	90
2025 Q3	$460K	Buy	3,096 +192	+7%	+$26K	0.13%	89
2025 Q2	$335K	Sell	2,904 -26	-0.9%	-$2.6K	0.11%	104
2025 Q1	$280K	Sell	2,930 -70	-2%	-$7.63K	0.11%	99
2024 Q4	$319K	Buy	3,000 +500	+20%	+$48.6K	0.12%	93
2024 Q3	$200K	Buy	+2,500	New	+$173K	0.08%	119

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

Mindset Wealth Management's SHOP Position: Q1 2026 in Review

Mindset Wealth Management reduced its Shopify (SHOP) stake by 3.5% in Q1 2026, selling an estimated $14.1K and leaving 2,970 shares worth $352K. The position accounts for 0.09% of the portfolio, ranked #111.

Mindset Wealth Management first reported a position in SHOP in Q3 2024 and has held it in 7 quarters since. The position peaked at $495K in Q4 2025. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

Mindset Wealth Management held 2,970 shares of Shopify worth $352K as of Q1 2026.
Mindset Wealth Management sold 107 Shopify shares in Q1 2026, an estimated $14.1K.
Shopify made up 0.09% of Mindset Wealth Management's portfolio in Q1 2026, its #111 holding.
Mindset Wealth Management first reported a position in Shopify in Q3 2024 and has held it in 7 quarters since.
Mindset Wealth Management's Shopify position peaked at $495K in Q4 2025.
1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Mindset Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.