NW
SHOP icon

NewEdge Wealth’s Shopify SHOP Stock Holding History

NewEdge Wealth’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 		$6.84M Buy
57,623
+1,282
+2% +$168K 0.08% 172
2025
Q4 		$9.07M Buy
56,341
+2,792
+5% +$448K 0.1% 149
2025
Q3 		$8.72M Buy
53,549
+3,789
+8% +$514K 0.13% 135
2025
Q2 		$7.52M Buy
49,760
+4,470
+10% +$447K 0.12% 148
2025
Q1 		$4.32M Sell
45,290
-6,643
-13% -$724K 0.08% 208
2024
Q4 		$5.52M Buy
51,933
+23,108
+80% +$2.25M 0.1% 171
2024
Q3 		$2.31M Buy
28,825
+3,593
+14% +$248K 0.04% 321
2024
Q2 		$1.67M Buy
25,232
+14,535
+136% +$964K 0.04% 350
2024
Q1 		$770K Buy
10,697
+760
+8% +$60K 0.02% 472
2023
Q4 		$774K Buy
9,937
+2,771
+39% +$177K 0.02% 438
2023
Q3 		$391K Buy
7,166
+2,356
+49% +$143K 0.01% 493
2023
Q2 		$311K Sell
4,810
-2,047
-30% -$116K 0.01% 537
2023
Q1 		$329K Sell
6,857
-1,386
-17% -$61K 0.01% 489
2022
Q4 		$286K Buy
8,243
+55
+0.7% +$1.88K 0.01% 458
2022
Q3 		$221K Sell
8,188
-7,982
-49% -$272K 0.01% 479
2022
Q2 		$505K Buy
16,170
+2,460
+18% +$105K 0.02% 387
2022
Q1 		$927K Buy
13,710
+5,150
+60% +$423K 0.04% 226
2021
Q4 		$1.18M Buy
8,560
+1,500
+21% +$219K 0.05% 221
2021
Q3 		$957K Buy
7,060
+980
+16% +$147K 0.06% 183
2021
Q2 		$888K Sell
6,080
-490
-7% -$60.4K 0.07% 182
2021
Q1 		$727K Buy
+6,570
New +$794K 0.07% 191

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

NewEdge Wealth's SHOP Position: Q1 2026 in Review

NewEdge Wealth increased its Shopify (SHOP) stake by 2.3% in Q1 2026, buying an estimated $168K and bringing the position to 57,623 shares worth $6.84M. The position accounts for 0.08% of the portfolio, ranked #172.

NewEdge Wealth first reported a position in SHOP in Q1 2021 and has held it in 21 quarters since. The position peaked at $9.07M in Q4 2025. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • NewEdge Wealth held 57,623 shares of Shopify worth $6.84M as of Q1 2026.
  • NewEdge Wealth bought 1,282 Shopify shares in Q1 2026, an estimated $168K.
  • Shopify made up 0.08% of NewEdge Wealth's portfolio in Q1 2026, its #172 holding.
  • NewEdge Wealth first reported a position in Shopify in Q1 2021 and has held it in 21 quarters since.
  • NewEdge Wealth's Shopify position peaked at $9.07M in Q4 2025.
  • 1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.