Parr McKnight Wealth Management Group’s Shopify SHOP Stock Holding History

Parr McKnight Wealth Management Group’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	$328K	Buy	2,762 +84	+3%	+$11K	0.04%	189
2025 Q4	$431K	Sell	2,678 -35	-1%	-$5.62K	0.06%	191
2025 Q3	$403K	Buy	2,713 +14	+0.5%	+$1.9K	0.05%	190
2025 Q2	$311K	Buy	2,699 +4	+0.1%	+$400	0.04%	199
2025 Q1	$257K	Hold	2,695	–	–	0.04%	210
2024 Q4	$287K	Buy	+2,695	New	+$262K	0.04%	207

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

Parr McKnight Wealth Management Group's SHOP Position: Q1 2026 in Review

Parr McKnight Wealth Management Group increased its Shopify (SHOP) stake by 3.1% in Q1 2026, buying an estimated $11K and bringing the position to 2,762 shares worth $328K. The position accounts for 0.04% of the portfolio, ranked #189.

Parr McKnight Wealth Management Group first reported a position in SHOP in Q4 2024 and has held it in 6 quarters since. The position peaked at $431K in Q4 2025. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

Parr McKnight Wealth Management Group held 2,762 shares of Shopify worth $328K as of Q1 2026.
Parr McKnight Wealth Management Group bought 84 Shopify shares in Q1 2026, an estimated $11K.
Shopify made up 0.04% of Parr McKnight Wealth Management Group's portfolio in Q1 2026, its #189 holding.
Parr McKnight Wealth Management Group first reported a position in Shopify in Q4 2024 and has held it in 6 quarters since.
Parr McKnight Wealth Management Group's Shopify position peaked at $431K in Q4 2025.
1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Parr McKnight Wealth Management Group's 13F filing for Q1 2026, filed 4 May 2026.