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Savvy Advisors Inc’s Shopify SHOP Stock Holding History

Savvy Advisors Inc’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 		$1.42M Buy
11,937
+7,125
+148% +$936K 0.04% 348
2025
Q4 		$775K Buy
4,812
+485
+11% +$77.9K 0.03% 430
2025
Q3 		$643K Buy
4,327
+1,671
+63% +$227K 0.03% 377
2025
Q2 		$306K Buy
2,656
+415
+19% +$41.5K 0.02% 484
2025
Q1 		$214K Sell
2,241
-1,448
-39% -$158K 0.02% 484
2024
Q4 		$392K Buy
+3,689
New +$359K 0.05% 288

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

Savvy Advisors Inc's SHOP Position: Q1 2026 in Review

Savvy Advisors Inc increased its Shopify (SHOP) stake by 148% in Q1 2026, buying an estimated $936K and bringing the position to 11,937 shares worth $1.42M. The position accounts for 0.04% of the portfolio, ranked #348.

Savvy Advisors Inc first reported a position in SHOP in Q4 2024 and has held it in 6 quarters since. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • Savvy Advisors Inc held 11,937 shares of Shopify worth $1.42M as of Q1 2026.
  • Savvy Advisors Inc bought 7,125 Shopify shares in Q1 2026, an estimated $936K.
  • Shopify made up 0.04% of Savvy Advisors Inc's portfolio in Q1 2026, its #348 holding.
  • Savvy Advisors Inc first reported a position in Shopify in Q4 2024 and has held it in 6 quarters since.
  • 1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.