Redwood Financial Network’s Shopify SHOP Stock Holding History

Redwood Financial Network’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	$523K	Sell	4,412 -30	-0.7%	-$3.94K	0.34%	83
2025 Q4	$715K	Sell	4,442 -104	-2%	-$16.7K	0.46%	61
2025 Q3	$676K	Sell	4,546 -248	-5%	-$33.6K	0.43%	63
2025 Q2	$553K	Hold	4,794	–	–	0.37%	80
2025 Q1	$458K	Hold	4,794	–	–	0.35%	87
2024 Q4	$510K	Sell	4,794 -180	-4%	-$17.5K	0.38%	84
2024 Q3	$399K	Sell	4,974 -120	-2%	-$8.29K	0.31%	102
2024 Q2	$336K	Sell	5,094 -90	-2%	-$5.97K	0.28%	105
2024 Q1	$400K	Sell	5,184 -30	-0.6%	-$2.37K	0.35%	90
2023 Q4	$406K	Buy	5,214 +193	+4%	+$12.3K	0.39%	84
2023 Q3	$274K	Sell	5,021 -48	-0.9%	-$2.91K	0.29%	110
2023 Q2	$327K	Buy	5,069 +39	+0.8%	+$2.21K	0.31%	100
2023 Q1	$241K	Buy	+5,030	New	+$221K	0.25%	126
2022 Q2	–	Sell	-4,850	Closed	-$328K	–	150
2022 Q1	$328K	Buy	+4,850	New	+$398K	0.3%	102

Other funds holding SHOP

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Redwood Financial Network's SHOP Position: Q1 2026 in Review

Redwood Financial Network reduced its Shopify (SHOP) stake by 0.68% in Q1 2026, selling an estimated $3.94K and leaving 4,412 shares worth $523K. The position accounts for 0.34% of the portfolio, ranked #83.

Redwood Financial Network first reported a position in SHOP in Q1 2022 and has held it in 14 quarters since. The position peaked at $715K in Q4 2025. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

Redwood Financial Network held 4,412 shares of Shopify worth $523K as of Q1 2026.
Redwood Financial Network sold 30 Shopify shares in Q1 2026, an estimated $3.94K.
Shopify made up 0.34% of Redwood Financial Network's portfolio in Q1 2026, its #83 holding.
Redwood Financial Network first reported a position in Shopify in Q1 2022 and has held it in 14 quarters since.
Redwood Financial Network's Shopify position peaked at $715K in Q4 2025.
1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Redwood Financial Network's 13F filing for Q1 2026, filed 14 May 2026.