Rise Advisors’s Shopify SHOP Stock Holding History

Rise 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	–	Sell	-1,295	Closed	-$208K	–	101
2025 Q4	$208K	Sell	1,295 -6	-0.5%	-$963	0.07%	96
2025 Q3	$193K	Hold	1,301	–	–	0.07%	99
2025 Q2	$150K	Sell	1,301 -5	-0.4%	-$500	0.06%	114
2025 Q1	$125K	Buy	1,306 +12	+0.9%	+$1.31K	0.06%	126
2024 Q4	$138K	Sell	1,294 -261	-17%	-$25.4K	0.07%	114
2024 Q3	$125K	Hold	1,555	–	–	0.06%	131
2024 Q2	$103K	Hold	1,555	–	–	0.05%	144
2024 Q1	$120K	Sell	1,555 -60	-4%	-$4.74K	0.06%	129
2023 Q4	$126K	Hold	1,615	–	–	0.09%	89
2023 Q3	$88.1K	Sell	1,615 -170	-10%	-$10.3K	0.07%	99
2023 Q2	$115K	Sell	1,785 -30	-2%	-$1.7K	0.09%	93
2023 Q1	$87K	Sell	1,815 -30	-2%	-$1.32K	0.07%	113
2022 Q4	$64K	Sell	1,845 -75	-4%	-$2.56K	0.05%	133
2022 Q3	$52K	Buy	1,920 +1,000	+109%	+$34K	0.04%	149
2022 Q2	$29K	Buy	920 +160	+21%	+$6.83K	0.03%	198
2022 Q1	$51K	Hold	760	–	–	0.05%	149
2021 Q4	$105K	Buy	+760	New	+$111K	0.1%	96

Other funds holding SHOP

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Rise Advisors's SHOP Position: Q1 2026 in Review

Rise Advisors sold out of Shopify (SHOP) in Q1 2026, closing a stake of 1,295 shares — an estimated $208K sold.

Rise Advisors first reported a position in SHOP in Q4 2021 and held it in 17 quarters. The position peaked at $208K in Q4 2025. 1,735 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

Rise Advisors reported no remaining Shopify position as of Q1 2026 after selling out during the quarter.
Rise Advisors sold 1,295 Shopify shares in Q1 2026, an estimated $208K.
Rise Advisors first reported a position in Shopify in Q4 2021 and held it in 17 quarters.
Rise Advisors's Shopify position peaked at $208K in Q4 2025.
1,735 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Rise Advisors's 13F filing for Q1 2026, filed 3 Apr 2026.