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Paces Ferry Wealth Advisors’s Shopify SHOP Stock Holding History

Paces Ferry 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 		$305K Sell
2,570
-53
-2% -$6.96K 0.13% 99
2025
Q4 		$422K Sell
2,623
-121
-4% -$19.4K 0.17% 78
2025
Q3 		$408K Sell
2,744
-28
-1% -$3.8K 0.17% 72
2025
Q2 		$320K Sell
2,772
-47
-2% -$4.7K 0.15% 88
2025
Q1 		$269K Sell
2,819
-111
-4% -$12.1K 0.13% 99
2024
Q4 		$312K Sell
2,930
-403
-12% -$39.2K 0.15% 89
2024
Q3 		$267K Sell
3,333
-125
-4% -$8.63K 0.15% 97
2024
Q2 		$228K Buy
3,458
+523
+18% +$34.7K 0.14% 103
2024
Q1 		$226K Sell
2,935
-268
-8% -$21.2K 0.15% 99
2023
Q4 		$250K Buy
+3,203
New +$205K 0.17% 91
2023
Q3 		– Sell
-3,797
Closed -$245K – 111
2023
Q2 		$245K Sell
3,797
-989
-21% -$55.9K 0.18% 95
2023
Q1 		$229K Buy
+4,786
New +$211K 0.19% 101
2022
Q2 		– Sell
-4,200
Closed -$284K – 115
2022
Q1 		$284K Buy
+4,200
New +$345K 0.23% 88

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

Paces Ferry Wealth Advisors's SHOP Position: Q1 2026 in Review

Paces Ferry Wealth Advisors reduced its Shopify (SHOP) stake by 2% in Q1 2026, selling an estimated $6.96K and leaving 2,570 shares worth $305K. The position accounts for 0.13% of the portfolio, ranked #99.

Paces Ferry Wealth Advisors first reported a position in SHOP in Q1 2022 and has held it in 13 quarters since. The position peaked at $422K in Q4 2025. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • Paces Ferry Wealth Advisors held 2,570 shares of Shopify worth $305K as of Q1 2026.
  • Paces Ferry Wealth Advisors sold 53 Shopify shares in Q1 2026, an estimated $6.96K.
  • Shopify made up 0.13% of Paces Ferry Wealth Advisors's portfolio in Q1 2026, its #99 holding.
  • Paces Ferry Wealth Advisors first reported a position in Shopify in Q1 2022 and has held it in 13 quarters since.
  • Paces Ferry Wealth Advisors's Shopify position peaked at $422K in Q4 2025.
  • 1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Paces Ferry Wealth Advisors's 13F filing for Q1 2026, filed 6 May 2026.