OWP
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Obermeyer Wealth Partners’s Shopify SHOP Stock Holding History

Obermeyer Wealth Partners’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 		$341K Sell
2,878
-3,375
-54% -$443K 0.02% 221
2025
Q4 		$1.01M Sell
6,253
-35
-0.6% -$5.62K 0.05% 113
2025
Q3 		$934K Buy
6,288
+97
+2% +$13.2K 0.04% 116
2025
Q2 		$714K Buy
6,191
+1,328
+27% +$133K 0.04% 131
2025
Q1 		$464K Sell
4,863
-444
-8% -$48.4K 0.02% 159
2024
Q4 		$564K Buy
5,307
+377
+8% +$36.7K 0.03% 138
2024
Q3 		$395K Buy
4,930
+200
+4% +$13.8K 0.02% 179
2024
Q2 		$312K Buy
4,730
+80
+2% +$5.31K 0.02% 192
2024
Q1 		$359K Hold
4,650
– – 0.02% 172
2023
Q4 		$362K Sell
4,650
-120
-3% -$7.66K 0.02% 150
2023
Q3 		$260K Buy
4,770
+120
+3% +$7.27K 0.02% 173
2023
Q2 		$300K Hold
4,650
– – 0.02% 161
2023
Q1 		$223K Buy
+4,650
New +$205K 0.02% 196
2022
Q2 		– Sell
-5,150
Closed -$348K – 233
2022
Q1 		$348K Hold
5,150
– – 0.02% 150
2021
Q4 		$709K Buy
5,150
+910
+21% +$133K 0.04% 100
2021
Q3 		$575K Sell
4,240
-600
-12% -$89.9K 0.03% 112
2021
Q2 		$707K Buy
4,840
+300
+7% +$37K 0.04% 106
2021
Q1 		$502K Buy
4,540
+40
+0.9% +$4.83K 0.03% 128
2020
Q4 		$509K Hold
4,500
– – 0.03% 87
2020
Q3 		$460K Sell
4,500
-930
-17% -$92.5K 0.03% 88
2020
Q2 		$515K Hold
5,430
– – 0.04% 78
2020
Q1 		$226K Buy
5,430
+300
+6% +$13.5K 0.02% 106
2019
Q4 		$204K Buy
+5,130
New +$173K 0.02% 127

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

Obermeyer Wealth Partners's SHOP Position: Q1 2026 in Review

Obermeyer Wealth Partners reduced its Shopify (SHOP) stake by 54% in Q1 2026, selling an estimated $443K and leaving 2,878 shares worth $341K. The position accounts for 0.02% of the portfolio, ranked #221.

Obermeyer Wealth Partners first reported a position in SHOP in Q4 2019 and has held it in 23 quarters since. The position peaked at $1.01M in Q4 2025. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • Obermeyer Wealth Partners held 2,878 shares of Shopify worth $341K as of Q1 2026.
  • Obermeyer Wealth Partners sold 3,375 Shopify shares in Q1 2026, an estimated $443K.
  • Shopify made up 0.02% of Obermeyer Wealth Partners's portfolio in Q1 2026, its #221 holding.
  • Obermeyer Wealth Partners first reported a position in Shopify in Q4 2019 and has held it in 23 quarters since.
  • Obermeyer Wealth Partners's Shopify position peaked at $1.01M in Q4 2025.
  • 1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.