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Perfromance Wealth Partners’s Shopify SHOP Stock Holding History

Perfromance 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 		$344K Sell
2,897
-683
-19% -$89.7K 0.01% 153
2025
Q4 		$576K Buy
3,580
+1,093
+44% +$175K 0.02% 114
2025
Q3 		$370K Buy
+2,487
New +$337K 0.01% 149

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

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

Perfromance Wealth Partners reduced its Shopify (SHOP) stake by 19% in Q1 2026, selling an estimated $89.7K and leaving 2,897 shares worth $344K. The position accounts for 0.01% of the portfolio, ranked #153.

Perfromance Wealth Partners first reported a position in SHOP in Q3 2025 and has held it in 3 quarters since. The position peaked at $576K in Q4 2025. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • Perfromance Wealth Partners held 2,897 shares of Shopify worth $344K as of Q1 2026.
  • Perfromance Wealth Partners sold 683 Shopify shares in Q1 2026, an estimated $89.7K.
  • Shopify made up 0.01% of Perfromance Wealth Partners's portfolio in Q1 2026, its #153 holding.
  • Perfromance Wealth Partners first reported a position in Shopify in Q3 2025 and has held it in 3 quarters since.
  • Perfromance Wealth Partners's Shopify position peaked at $576K in Q4 2025.
  • 1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Perfromance Wealth Partners's 13F filing for Q1 2026, filed 10 Apr 2026.