SWM
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SHP Wealth Management’s Shopify SHOP Stock Holding History

SHP 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 		$228K Buy
1,919
+28
+1% +$3.68K 0.02% 244
2025
Q4 		$304K Buy
+1,891
New +$304K 0.02% 200

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 $110B AUM 4.8% 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

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

SHP Wealth Management increased its Shopify (SHOP) stake by 1.5% in Q1 2026, buying an estimated $3.68K and bringing the position to 1,919 shares worth $228K. The position accounts for 0.02% of the portfolio, ranked #244.

SHP Wealth Management first reported a position in SHOP in Q4 2025 and has held it in 2 quarters since. The position peaked at $304K in Q4 2025. 1,733 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • SHP Wealth Management held 1,919 shares of Shopify worth $228K as of Q1 2026.
  • SHP Wealth Management bought 28 Shopify shares in Q1 2026, an estimated $3.68K.
  • Shopify made up 0.02% of SHP Wealth Management's portfolio in Q1 2026, its #244 holding.
  • SHP Wealth Management first reported a position in Shopify in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Shopify position peaked at $304K in Q4 2025.
  • 1,733 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.