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Spahn Wealth & Retirement’s Shopify SHOP Stock Holding History

Spahn Wealth & Retirement’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
-8,355
Closed -$1.34M – 38
2025
Q4 		$1.34M Buy
8,355
+313
+4% +$50.3K 0.83% 27
2025
Q3 		$1.2M Sell
8,042
-17
-0.2% -$2.31K 0.71% 28
2025
Q2 		$930K Buy
8,059
+952
+13% +$95.2K 0.6% 27
2025
Q1 		$679K Buy
7,107
+94
+1% +$10.2K 0.5% 24
2024
Q4 		$746K Buy
+7,013
New +$682K 0.49% 22

Other funds holding SHOP

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Spahn Wealth & Retirement's SHOP Position: Q1 2026 in Review

Spahn Wealth & Retirement sold out of Shopify (SHOP) in Q1 2026, closing a stake of 8,355 shares — an estimated $1.34M sold.

Spahn Wealth & Retirement first reported a position in SHOP in Q4 2024 and held it in 5 quarters. The position peaked at $1.34M in Q4 2025. 1,735 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • Spahn Wealth & Retirement reported no remaining Shopify position as of Q1 2026 after selling out during the quarter.
  • Spahn Wealth & Retirement sold 8,355 Shopify shares in Q1 2026, an estimated $1.34M.
  • Spahn Wealth & Retirement first reported a position in Shopify in Q4 2024 and held it in 5 quarters.
  • Spahn Wealth & Retirement's Shopify position peaked at $1.34M in Q4 2025.
  • 1,735 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Spahn Wealth & Retirement's 13F filing for Q1 2026, filed 14 May 2026.