Money Concepts Capital’s Shopify SHOP Stock Holding History

Money Concepts Capital’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	$227K	Buy	1,915 +75	+4%	+$9.86K	0.01%	519
2025 Q4	$296K	Buy	1,840 +61	+3%	+$9.79K	0.02%	432
2025 Q3	$264K	Buy	+1,779	New	+$241K	0.02%	405
2023 Q1	–	Sell	-5,089	Closed	-$177K	–	2494
2022 Q4	$177K	Buy	5,089 +3,799	+294%	+$130K	0.01%	743
2022 Q3	$35K	Sell	1,290 -3,900	-75%	-$133K	﹤0.01%	795
2022 Q2	$163K	Sell	5,190 -4,280	-45%	-$183K	0.01%	457
2022 Q1	$640K	Buy	9,470 +5,480	+137%	+$450K	0.04%	384
2021 Q4	$550K	Buy	+3,990	New	+$583K	0.05%	297
2021 Q1	$272K	Buy	+2,460	New	+$297K	0.02%	432

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

Money Concepts Capital's SHOP Position: Q1 2026 in Review

Money Concepts Capital increased its Shopify (SHOP) stake by 4.1% in Q1 2026, buying an estimated $9.86K and bringing the position to 1,915 shares worth $227K. The position accounts for 0.01% of the portfolio, ranked #519.

Money Concepts Capital first reported a position in SHOP in Q1 2021 and has held it in 9 quarters since. The position peaked at $640K in Q1 2022. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

Money Concepts Capital held 1,915 shares of Shopify worth $227K as of Q1 2026.
Money Concepts Capital bought 75 Shopify shares in Q1 2026, an estimated $9.86K.
Shopify made up 0.01% of Money Concepts Capital's portfolio in Q1 2026, its #519 holding.
Money Concepts Capital first reported a position in Shopify in Q1 2021 and has held it in 9 quarters since.
Money Concepts Capital's Shopify position peaked at $640K in Q1 2022.
1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Money Concepts Capital's 13F filing for Q1 2026, filed 30 Apr 2026.