PCS
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Personal CFO Solutions’s Shopify SHOP Stock Holding History

Personal CFO Solutions’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 		$2.11M Buy
17,748
+1,880
+12% +$247K 0.3% 54
2025
Q4 		$2.55M Buy
15,868
+1,393
+10% +$224K 0.41% 39
2025
Q3 		$2.15M Sell
14,475
-3,923
-21% -$532K 0.38% 45
2025
Q2 		$2.12M Buy
18,398
+745
+4% +$74.5K 0.39% 46
2025
Q1 		$1.69M Sell
17,653
-1,687
-9% -$184K 0.34% 53
2024
Q4 		$2.06M Sell
19,340
-264
-1% -$25.7K 0.4% 47
2024
Q3 		$1.57M Buy
19,604
+5,395
+38% +$373K 0.22% 86
2024
Q2 		$939K Buy
+14,209
New +$943K 0.14% 136
2022
Q3 		– Sell
-9,345
Closed -$292K – 460
2022
Q2 		$292K Buy
9,345
+285
+3% +$12.2K 0.07% 272
2022
Q1 		$612K Sell
9,060
-90
-1% -$7.39K 0.12% 160
2021
Q4 		$1.26M Buy
9,150
+610
+7% +$89.1K 0.24% 86
2021
Q3 		$1.16M Buy
8,540
+310
+4% +$46.5K 0.24% 90
2021
Q2 		$1.2M Sell
8,230
-1,590
-16% -$196K 0.25% 78
2021
Q1 		$1.09M Buy
+9,820
New +$1.19M 0.24% 83
2020
Q4 		– Sell
-10,080
Closed -$1K – 399
2020
Q3 		$1K Sell
10,080
-7,240
-42% -$720K 0.33% 117
2020
Q2 		$1.64M Buy
17,320
+210
+1% +$14.6K 0.49% 48
2020
Q1 		$713K Sell
17,110
-10,340
-38% -$466K 0.26% 88
2019
Q4 		$1.09M Buy
+27,450
New +$928K 0.31% 66

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

Personal CFO Solutions's SHOP Position: Q1 2026 in Review

Personal CFO Solutions increased its Shopify (SHOP) stake by 12% in Q1 2026, buying an estimated $247K and bringing the position to 17,748 shares worth $2.11M. The position accounts for 0.3% of the portfolio, ranked #54.

Personal CFO Solutions first reported a position in SHOP in Q4 2019 and has held it in 18 quarters since. The position peaked at $2.55M in Q4 2025. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • Personal CFO Solutions held 17,748 shares of Shopify worth $2.11M as of Q1 2026.
  • Personal CFO Solutions bought 1,880 Shopify shares in Q1 2026, an estimated $247K.
  • Shopify made up 0.3% of Personal CFO Solutions's portfolio in Q1 2026, its #54 holding.
  • Personal CFO Solutions first reported a position in Shopify in Q4 2019 and has held it in 18 quarters since.
  • Personal CFO Solutions's Shopify position peaked at $2.55M in Q4 2025.
  • 1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.