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Resonant Capital Advisors’s Shopify SHOP Stock Holding History

Resonant Capital Advisors’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 		$445K Buy
3,748
+263
+8% +$34.6K 0.02% 286
2025
Q4 		$561K Buy
3,485
+42
+1% +$6.74K 0.03% 231
2025
Q3 		$512K Hold
3,443
– – 0.03% 246
2025
Q2 		$397K Buy
3,443
+227
+7% +$22.7K 0.03% 273
2025
Q1 		$307K Buy
3,216
+148
+5% +$16.1K 0.02% 283
2024
Q4 		$326K Sell
3,068
-438
-12% -$42.6K 0.02% 255
2024
Q3 		$281K Sell
3,506
-10
-0.3% -$691 0.02% 292
2024
Q2 		$232K Sell
3,516
-547
-13% -$36.3K 0.02% 314
2024
Q1 		$314K Buy
+4,063
New +$321K 0.03% 266
2022
Q1 		– Sell
-1,720
Closed -$237K – 228
2021
Q4 		$237K Sell
1,720
-270
-14% -$39.5K 0.04% 189
2021
Q3 		$270K Buy
+1,990
New +$298K 0.05% 168
2021
Q1 		– Sell
-2,240
Closed -$254K – 170
2020
Q4 		$254K Hold
2,240
– – 0.06% 157
2020
Q3 		$229K Sell
2,240
-1,600
-42% -$159K 0.07% 147
2020
Q2 		$364K Sell
3,840
-1,580
-29% -$110K 0.11% 128
2020
Q1 		$226K Sell
5,420
-80
-1% -$3.61K 0.08% 175
2019
Q4 		$219K Buy
+5,500
New +$186K 0.07% 193

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

Resonant Capital Advisors's SHOP Position: Q1 2026 in Review

Resonant Capital Advisors increased its Shopify (SHOP) stake by 7.5% in Q1 2026, buying an estimated $34.6K and bringing the position to 3,748 shares worth $445K. The position accounts for 0.02% of the portfolio, ranked #286.

Resonant Capital Advisors first reported a position in SHOP in Q4 2019 and has held it in 16 quarters since. The position peaked at $561K in Q4 2025. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • Resonant Capital Advisors held 3,748 shares of Shopify worth $445K as of Q1 2026.
  • Resonant Capital Advisors bought 263 Shopify shares in Q1 2026, an estimated $34.6K.
  • Shopify made up 0.02% of Resonant Capital Advisors's portfolio in Q1 2026, its #286 holding.
  • Resonant Capital Advisors first reported a position in Shopify in Q4 2019 and has held it in 16 quarters since.
  • Resonant Capital Advisors's Shopify position peaked at $561K in Q4 2025.
  • 1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Resonant Capital Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.