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One Wealth Advisors’s Shopify SHOP Stock Holding History

One 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 		$422K Buy
3,558
+1,948
+121% +$256K 0.05% 189
2025
Q4 		$259K Hold
1,610
– – 0.03% 260
2025
Q3 		$239K Buy
+1,610
New +$218K 0.03% 274
2023
Q1 		– Sell
-1,720
Closed -$59.7K – 527
2022
Q4 		$59.7K Buy
+1,720
New +$58.7K 0.01% 376
2022
Q1 		– Sell
-1,720
Closed -$237K – 225
2021
Q4 		$237K Hold
1,720
– – 0.06% 171
2021
Q3 		$233K Hold
1,720
– – 0.07% 182
2021
Q2 		$251K Buy
+1,720
New +$212K 0.08% 144

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

One Wealth Advisors's SHOP Position: Q1 2026 in Review

One Wealth Advisors increased its Shopify (SHOP) stake by 121% in Q1 2026, buying an estimated $256K and bringing the position to 3,558 shares worth $422K. The position accounts for 0.05% of the portfolio, ranked #189.

One Wealth Advisors first reported a position in SHOP in Q2 2021 and has held it in 7 quarters since. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • One Wealth Advisors held 3,558 shares of Shopify worth $422K as of Q1 2026.
  • One Wealth Advisors bought 1,948 Shopify shares in Q1 2026, an estimated $256K.
  • Shopify made up 0.05% of One Wealth Advisors's portfolio in Q1 2026, its #189 holding.
  • One Wealth Advisors first reported a position in Shopify in Q2 2021 and has held it in 7 quarters since.
  • 1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

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