RWM
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Reston Wealth Management’s Shopify SHOP Stock Holding History

Reston Wealth Management’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 		$202K Sell
1,699
-55
-3% -$7.23K 0.06% 62
2025
Q4 		$282K Sell
1,754
-35
-2% -$5.62K 0.09% 50
2025
Q3 		$266K Buy
+1,789
New +$243K 0.09% 47
2024
Q4 		– Sell
-1,597
Closed -$128K – 359
2024
Q3 		$128K Buy
+1,597
New +$110K 0.05% 69

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

Reston Wealth Management's SHOP Position: Q1 2026 in Review

Reston Wealth Management reduced its Shopify (SHOP) stake by 3.1% in Q1 2026, selling an estimated $7.23K and leaving 1,699 shares worth $202K. The position accounts for 0.06% of the portfolio, ranked #62.

Reston Wealth Management first reported a position in SHOP in Q3 2024 and has held it in 4 quarters since. The position peaked at $282K in Q4 2025. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • Reston Wealth Management held 1,699 shares of Shopify worth $202K as of Q1 2026.
  • Reston Wealth Management sold 55 Shopify shares in Q1 2026, an estimated $7.23K.
  • Shopify made up 0.06% of Reston Wealth Management's portfolio in Q1 2026, its #62 holding.
  • Reston Wealth Management first reported a position in Shopify in Q3 2024 and has held it in 4 quarters since.
  • Reston Wealth Management's Shopify position peaked at $282K in Q4 2025.
  • 1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Reston Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.