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Mowery & Schoenfeld Wealth Management’s Shopify SHOP Stock Holding History

Mowery & Schoenfeld 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 		– Sell
-183
Closed -$29.5K – 466
2025
Q4 		$29.5K Buy
+183
New +$29.4K 0.04% 173
2025
Q2 		– Sell
-8
Closed -$767 – 454
2025
Q1 		$767 Buy
+8
New +$872 ﹤0.01% 424

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

Mowery & Schoenfeld Wealth Management's SHOP Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management sold out of Shopify (SHOP) in Q1 2026, closing a stake of 183 shares — an estimated $29.5K sold.

Mowery & Schoenfeld Wealth Management first reported a position in SHOP in Q1 2025 and held it in 2 quarters. The position peaked at $29.5K in Q4 2025. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management reported no remaining Shopify position as of Q1 2026 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 183 Shopify shares in Q1 2026, an estimated $29.5K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Shopify in Q1 2025 and held it in 2 quarters.
  • Mowery & Schoenfeld Wealth Management's Shopify position peaked at $29.5K in Q4 2025.
  • 1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.