SFA
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Souders Financial Advisors’s Shopify SHOP Stock Holding History

Souders Financial 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 		$772K Sell
6,508
-466
-7% -$61.2K 0.09% 113
2025
Q4 		$1.12M Sell
6,974
-93
-1% -$14.9K 0.13% 85
2025
Q3 		$1.05M Buy
7,067
+120
+2% +$16.3K 0.12% 84
2025
Q2 		$801K Sell
6,947
-583
-8% -$58.3K 0.1% 103
2025
Q1 		$719K Sell
7,530
-2,403
-24% -$262K 0.1% 112
2024
Q4 		$1.06M Sell
9,933
-1,648
-14% -$160K 0.15% 100
2024
Q3 		$928K Buy
11,581
+59
+0.5% +$4.08K 0.13% 105
2024
Q2 		$761K Buy
11,522
+370
+3% +$24.5K 0.11% 107
2024
Q1 		$861K Sell
11,152
-615
-5% -$48.6K 0.14% 98
2023
Q4 		$917K Sell
11,767
-87
-0.7% -$5.56K 0.16% 91
2023
Q3 		$647K Sell
11,854
-1,650
-12% -$100K 0.12% 107
2023
Q2 		$872K Sell
13,504
-2,534
-16% -$143K 0.17% 88
2023
Q1 		$769K Sell
16,038
-577
-3% -$25.4K 0.16% 93
2022
Q4 		$577K Sell
16,615
-1,107
-6% -$37.8K 0.13% 101
2022
Q3 		$477K Buy
17,722
+1,712
+11% +$58.2K 0.13% 110
2022
Q2 		$500K Buy
16,010
+1,260
+9% +$53.8K 0.14% 99
2022
Q1 		$997K Buy
14,750
+5,310
+56% +$436K 0.29% 75
2021
Q4 		$1.3M Buy
9,440
+2,480
+36% +$362K 0.37% 62
2021
Q3 		$944K Buy
6,960
+70
+1% +$10.5K 0.3% 71
2021
Q2 		$1.01M Buy
6,890
+320
+5% +$39.4K 0.34% 68
2021
Q1 		$727K Buy
6,570
+3,900
+146% +$471K 0.28% 72
2020
Q4 		$302K Sell
2,670
-670
-20% -$70.3K 0.13% 94
2020
Q3 		$296K Buy
3,340
+350
+12% +$34.8K 0.14% 90
2020
Q2 		$284K Buy
+2,990
New +$208K 0.16% 85

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

Souders Financial Advisors's SHOP Position: Q1 2026 in Review

Souders Financial Advisors reduced its Shopify (SHOP) stake by 6.7% in Q1 2026, selling an estimated $61.2K and leaving 6,508 shares worth $772K. The position accounts for 0.09% of the portfolio, ranked #113.

Souders Financial Advisors first reported a position in SHOP in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.3M in Q4 2021. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • Souders Financial Advisors held 6,508 shares of Shopify worth $772K as of Q1 2026.
  • Souders Financial Advisors sold 466 Shopify shares in Q1 2026, an estimated $61.2K.
  • Shopify made up 0.09% of Souders Financial Advisors's portfolio in Q1 2026, its #113 holding.
  • Souders Financial Advisors first reported a position in Shopify in Q2 2020 and has held it in 24 quarters since.
  • Souders Financial Advisors's Shopify position peaked at $1.3M in Q4 2021.
  • 1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Souders Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.