SFMG Wealth Advisors’s Shopify SHOP Stock Holding History

SFMG Wealth 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	$214K	Hold	1,806	–	–	0.01%	286
2025 Q4	$291K	Buy	1,806 +75	+4%	+$12K	0.02%	244
2025 Q3	$257K	Buy	+1,731	New	+$235K	0.02%	247
2022 Q2	–	Sell	-3,800	Closed	-$257K	–	308
2022 Q1	$257K	Buy	3,800 +390	+11%	+$32K	0.03%	227
2021 Q4	$470K	Sell	3,410 -670	-16%	-$97.9K	0.05%	157
2021 Q3	$553K	Buy	4,080 +10	+0.2%	+$1.5K	0.06%	134
2021 Q2	$595K	Hold	4,070	–	–	0.07%	130
2021 Q1	$450K	Buy	4,070 +410	+11%	+$49.5K	0.05%	153
2020 Q4	$414K	Buy	+3,660	New	+$384K	0.05%	141

Other funds holding SHOP

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

SFMG Wealth Advisors's SHOP Position: Q1 2026 in Review

SFMG Wealth Advisors held its Shopify (SHOP) position steady in Q1 2026 at 1,806 shares worth $214K. The position accounts for 0.01% of the portfolio, ranked #286.

SFMG Wealth Advisors first reported a position in SHOP in Q4 2020 and has held it in 9 quarters since. The position peaked at $595K in Q2 2021. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

SFMG Wealth Advisors held 1,806 shares of Shopify worth $214K as of Q1 2026.
SFMG Wealth Advisors left its Shopify share count unchanged in Q1 2026.
Shopify made up 0.01% of SFMG Wealth Advisors's portfolio in Q1 2026, its #286 holding.
SFMG Wealth Advisors first reported a position in Shopify in Q4 2020 and has held it in 9 quarters since.
SFMG Wealth Advisors's Shopify position peaked at $595K in Q2 2021.
1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on SFMG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.