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Prosperity Consulting Group’s Shopify SHOP Stock Holding History

Prosperity Consulting 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 		$827K Buy
6,974
+171
+3% +$22.5K 0.04% 275
2025
Q4 		$1.1M Buy
6,803
+425
+7% +$68.2K 0.05% 241
2025
Q3 		$948K Buy
6,378
+367
+6% +$49.8K 0.05% 254
2025
Q2 		$693K Buy
6,011
+90
+2% +$9K 0.05% 271
2025
Q1 		$565K Buy
5,921
+101
+2% +$11K 0.04% 288
2024
Q4 		$619K Buy
+5,820
New +$566K 0.05% 280

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

Prosperity Consulting Group's SHOP Position: Q1 2026 in Review

Prosperity Consulting Group increased its Shopify (SHOP) stake by 2.5% in Q1 2026, buying an estimated $22.5K and bringing the position to 6,974 shares worth $827K. The position accounts for 0.04% of the portfolio, ranked #275.

Prosperity Consulting Group first reported a position in SHOP in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.1M in Q4 2025. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • Prosperity Consulting Group held 6,974 shares of Shopify worth $827K as of Q1 2026.
  • Prosperity Consulting Group bought 171 Shopify shares in Q1 2026, an estimated $22.5K.
  • Shopify made up 0.04% of Prosperity Consulting Group's portfolio in Q1 2026, its #275 holding.
  • Prosperity Consulting Group first reported a position in Shopify in Q4 2024 and has held it in 6 quarters since.
  • Prosperity Consulting Group's Shopify position peaked at $1.1M in Q4 2025.
  • 1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Prosperity Consulting Group's 13F filing for Q1 2026, filed 5 May 2026.