New Insight Wealth Advisors’s Shopify SHOP Stock Holding History

New Insight Wealth Advisors’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	$379K	Sell	3,199 -377	-11%	-$49.5K	0.14%	81
2025 Q4	$576K	Sell	3,576 -276	-7%	-$44.3K	0.21%	69
2025 Q3	$572K	Sell	3,852 -210	-5%	-$28.5K	0.22%	71
2025 Q2	$469K	Sell	4,062 -94	-2%	-$9.4K	0.19%	69
2025 Q1	$397K	Sell	4,156 -40	-1%	-$4.36K	0.18%	68
2024 Q4	$446K	Hold	4,196	–	–	0.22%	59
2024 Q3	$336K	Buy	4,196 +501	+14%	+$34.6K	0.18%	62
2024 Q2	$244K	Buy	3,695 +230	+7%	+$15.3K	0.14%	68
2024 Q1	$267K	Hold	3,465	–	–	0.17%	65
2023 Q4	$270K	Buy	+3,465	New	+$221K	0.18%	66

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

New Insight Wealth Advisors's SHOP Position: Q1 2026 in Review

New Insight Wealth Advisors reduced its Shopify (SHOP) stake by 11% in Q1 2026, selling an estimated $49.5K and leaving 3,199 shares worth $379K. The position accounts for 0.14% of the portfolio, ranked #81.

New Insight Wealth Advisors first reported a position in SHOP in Q4 2023 and has held it in 10 quarters since. The position peaked at $576K in Q4 2025. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

New Insight Wealth Advisors held 3,199 shares of Shopify worth $379K as of Q1 2026.
New Insight Wealth Advisors sold 377 Shopify shares in Q1 2026, an estimated $49.5K.
Shopify made up 0.14% of New Insight Wealth Advisors's portfolio in Q1 2026, its #81 holding.
New Insight Wealth Advisors first reported a position in Shopify in Q4 2023 and has held it in 10 quarters since.
New Insight Wealth Advisors's Shopify position peaked at $576K in Q4 2025.
1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on New Insight Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.