PWPS
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Pinnacle Wealth Planning Services’s Shopify SHOP Stock Holding History

Pinnacle Wealth Planning Services’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 		$413K Buy
3,484
+718
+26% +$94.3K 0.04% 253
2025
Q4 		$445K Buy
2,766
+126
+5% +$20.2K 0.05% 227
2025
Q3 		$392K Sell
2,640
-58
-2% -$7.86K 0.05% 259
2025
Q2 		$311K Buy
2,698
+406
+18% +$40.6K 0.04% 286
2025
Q1 		$219K Buy
2,292
+22
+1% +$2.4K 0.03% 337
2024
Q4 		$241K Sell
2,270
-1,319
-37% -$128K 0.04% 311
2024
Q3 		$288K Buy
3,589
+17
+0.5% +$1.17K 0.04% 318
2024
Q2 		$236K Sell
3,572
-508
-12% -$33.7K 0.03% 362
2024
Q1 		$315K Buy
4,080
+856
+27% +$67.6K 0.05% 285
2023
Q4 		$251K Buy
+3,224
New +$206K 0.04% 322
2023
Q3 		– Sell
-3,538
Closed -$229K – 481
2023
Q2 		$229K Buy
+3,538
New +$200K 0.04% 334
2022
Q3 		– Sell
-7,030
Closed -$220K – 439
2022
Q2 		$220K Buy
7,030
+180
+3% +$7.69K 0.04% 319
2022
Q1 		$463K Buy
6,850
+1,050
+18% +$86.2K 0.08% 178
2021
Q4 		$799K Buy
5,800
+140
+2% +$20.5K 0.16% 100
2021
Q3 		$767K Sell
5,660
-200
-3% -$30K 0.17% 92
2021
Q2 		$857K Buy
5,860
+600
+11% +$73.9K 0.2% 84
2021
Q1 		$582K Buy
5,260
+280
+6% +$33.8K 0.15% 107
2020
Q4 		$563K Buy
4,980
+1,080
+28% +$113K 0.13% 100
2020
Q3 		$399K Sell
3,900
-2,470
-39% -$246K 0.13% 120
2020
Q2 		$605K Buy
6,370
+380
+6% +$26.4K 0.2% 88
2020
Q1 		$249K Sell
5,990
-4,190
-41% -$189K 0.12% 159
2019
Q4 		$404K Sell
10,180
-400
-4% -$13.5K 0.19% 114
2019
Q3 		$329K Sell
10,580
-3,280
-24% -$112K 0.18% 112
2019
Q2 		$416K Sell
13,860
-3,760
-21% -$97.9K 0.25% 77
2019
Q1 		$364K Buy
+17,620
New +$311K 0.24% 79

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

Pinnacle Wealth Planning Services's SHOP Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Shopify (SHOP) stake by 26% in Q1 2026, buying an estimated $94.3K and bringing the position to 3,484 shares worth $413K. The position accounts for 0.04% of the portfolio, ranked #253.

Pinnacle Wealth Planning Services first reported a position in SHOP in Q1 2019 and has held it in 25 quarters since. The position peaked at $857K in Q2 2021. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • Pinnacle Wealth Planning Services held 3,484 shares of Shopify worth $413K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 718 Shopify shares in Q1 2026, an estimated $94.3K.
  • Shopify made up 0.04% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #253 holding.
  • Pinnacle Wealth Planning Services first reported a position in Shopify in Q1 2019 and has held it in 25 quarters since.
  • Pinnacle Wealth Planning Services's Shopify position peaked at $857K in Q2 2021.
  • 1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.