Modern Wealth Management’s Shopify SHOP Stock Holding History

Modern 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	$457K	Buy	3,860 +113	+3%	+$14.8K	0.01%	596
2025 Q4	$603K	Buy	3,747 +146	+4%	+$23.4K	0.01%	499
2025 Q3	$535K	Sell	3,601 -7	-0.2%	-$949	0.01%	495
2025 Q2	$416K	Buy	3,608 +865	+32%	+$86.5K	0.01%	525
2025 Q1	$262K	Buy	2,743 +342	+14%	+$37.3K	0.01%	571
2024 Q4	$255K	Buy	+2,401	New	+$234K	0.01%	495

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

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

Modern Wealth Management increased its Shopify (SHOP) stake by 3% in Q1 2026, buying an estimated $14.8K and bringing the position to 3,860 shares worth $457K. The position accounts for 0.01% of the portfolio, ranked #596.

Modern Wealth Management first reported a position in SHOP in Q4 2024 and has held it in 6 quarters since. The position peaked at $603K in Q4 2025. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

Modern Wealth Management held 3,860 shares of Shopify worth $457K as of Q1 2026.
Modern Wealth Management bought 113 Shopify shares in Q1 2026, an estimated $14.8K.
Shopify made up 0.01% of Modern Wealth Management's portfolio in Q1 2026, its #596 holding.
Modern Wealth Management first reported a position in Shopify in Q4 2024 and has held it in 6 quarters since.
Modern Wealth Management's Shopify position peaked at $603K in Q4 2025.
1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.