ORG Wealth Partners’s Shopify SHOP Stock Holding History

ORG 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	$2.26M	Buy	19,027 +60	+0.3%	+$7.88K	0.44%	32
2025 Q4	$3.05M	Sell	18,967 -1,301	-6%	-$209K	0.72%	24
2025 Q3	$3.01M	Sell	20,268 -1,090	-5%	-$148K	0.64%	23
2025 Q2	$2.41M	Buy	21,358 +1,201	+6%	+$120K	0.58%	20
2025 Q1	$1.97M	Buy	20,157 +13,747	+214%	+$1.5M	0.6%	26
2024 Q4	$682K	Buy	6,410 +548	+9%	+$53.3K	0.21%	43
2024 Q3	$470K	Buy	+5,862	New	+$405K	0.16%	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

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

ORG Wealth Partners increased its Shopify (SHOP) stake by 0.32% in Q1 2026, buying an estimated $7.88K and bringing the position to 19,027 shares worth $2.26M. The position accounts for 0.44% of the portfolio, ranked #32.

ORG Wealth Partners first reported a position in SHOP in Q3 2024 and has held it in 7 quarters since. The position peaked at $3.05M in Q4 2025. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

ORG Wealth Partners held 19,027 shares of Shopify worth $2.26M as of Q1 2026.
ORG Wealth Partners bought 60 Shopify shares in Q1 2026, an estimated $7.88K.
Shopify made up 0.44% of ORG Wealth Partners's portfolio in Q1 2026, its #32 holding.
ORG Wealth Partners first reported a position in Shopify in Q3 2024 and has held it in 7 quarters since.
ORG Wealth Partners's Shopify position peaked at $3.05M in Q4 2025.
1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on ORG Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.