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Morningstar Investment Management’s Shopify SHOP Stock Holding History

Morningstar Investment 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 		– Sell
-12,548
Closed -$2.02M – 361
2025
Q4 		$2.02M Buy
+12,548
New +$2.01M 0.12% 165

Other funds holding SHOP

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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 $846B AUM 46.74% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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

Morningstar Investment Management's SHOP Position: Q1 2026 in Review

Morningstar Investment Management sold out of Shopify (SHOP) in Q1 2026, closing a stake of 12,548 shares — an estimated $2.02M sold.

Morningstar Investment Management first reported a position in SHOP in Q4 2025 and held it in 1 quarter. The position peaked at $2.02M in Q4 2025. 1,734 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • Morningstar Investment Management reported no remaining Shopify position as of Q1 2026 after selling out during the quarter.
  • Morningstar Investment Management sold 12,548 Shopify shares in Q1 2026, an estimated $2.02M.
  • Morningstar Investment Management first reported a position in Shopify in Q4 2025 and held it in 1 quarter.
  • Morningstar Investment Management's Shopify position peaked at $2.02M in Q4 2025.
  • 1,734 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

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