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Principle Wealth Partners’s Shopify SHOP Stock Holding History

Principle 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 		– Sell
-1,352
Closed -$218K – 390
2025
Q4 		$218K Buy
+1,352
New +$217K 0.01% 353
2020
Q3 		– Sell
-1,000
Closed -$95K – 378
2020
Q2 		$95K Buy
+1,000
New +$69.4K 0.03% 218

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

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

Principle Wealth Partners sold out of Shopify (SHOP) in Q1 2026, closing a stake of 1,352 shares — an estimated $218K sold.

Principle Wealth Partners first reported a position in SHOP in Q2 2020 and held it in 2 quarters. The position peaked at $218K in Q4 2025. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • Principle Wealth Partners reported no remaining Shopify position as of Q1 2026 after selling out during the quarter.
  • Principle Wealth Partners sold 1,352 Shopify shares in Q1 2026, an estimated $218K.
  • Principle Wealth Partners first reported a position in Shopify in Q2 2020 and held it in 2 quarters.
  • Principle Wealth Partners's Shopify position peaked at $218K in Q4 2025.
  • 1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Principle Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.