MWM
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Moran Wealth Management’s Shopify SHOP Stock Holding History

Moran 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 		$733K Buy
6,178
+2,461
+66% +$323K 0.02% 388
2025
Q4 		$598K Buy
3,717
+697
+23% +$112K 0.02% 385
2025
Q3 		$449K Buy
3,020
+1,220
+68% +$165K 0.01% 415
2025
Q2 		$208K Buy
+1,800
New +$180K 0.01% 468

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

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

Moran Wealth Management increased its Shopify (SHOP) stake by 66% in Q1 2026, buying an estimated $323K and bringing the position to 6,178 shares worth $733K. The position accounts for 0.02% of the portfolio, ranked #388.

Moran Wealth Management first reported a position in SHOP in Q2 2025 and has held it in 4 quarters since. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • Moran Wealth Management held 6,178 shares of Shopify worth $733K as of Q1 2026.
  • Moran Wealth Management bought 2,461 Shopify shares in Q1 2026, an estimated $323K.
  • Shopify made up 0.02% of Moran Wealth Management's portfolio in Q1 2026, its #388 holding.
  • Moran Wealth Management first reported a position in Shopify in Q2 2025 and has held it in 4 quarters since.
  • 1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.