RWM
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Rialto Wealth Management’s Shopify SHOP Stock Holding History

Rialto 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 		$776K Hold
6,540
– – 0.17% 76
2025
Q4 		$1.05M Hold
6,540
– – 0.25% 67
2025
Q3 		$972K Hold
6,540
– – 0.25% 68
2025
Q2 		$754K Hold
6,540
– – 0.21% 80
2025
Q1 		$624K Sell
6,540
-28
-0.4% -$3.05K 0.2% 82
2024
Q4 		$698K Buy
+6,568
New +$639K 0.23% 73

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

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

Rialto Wealth Management held its Shopify (SHOP) position steady in Q1 2026 at 6,540 shares worth $776K. The position accounts for 0.17% of the portfolio, ranked #76.

Rialto Wealth Management first reported a position in SHOP in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.05M in Q4 2025. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • Rialto Wealth Management held 6,540 shares of Shopify worth $776K as of Q1 2026.
  • Rialto Wealth Management left its Shopify share count unchanged in Q1 2026.
  • Shopify made up 0.17% of Rialto Wealth Management's portfolio in Q1 2026, its #76 holding.
  • Rialto Wealth Management first reported a position in Shopify in Q4 2024 and has held it in 6 quarters since.
  • Rialto Wealth Management's Shopify position peaked at $1.05M in Q4 2025.
  • 1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.