SWTS
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Stonehaven Wealth & Tax Solutions’s Shopify SHOP Stock Holding History

Stonehaven Wealth & Tax Solutions’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 		$360K Buy
3,035
+471
+18% +$61.9K 0.32% 55
2025
Q4 		$413K Buy
+2,564
New +$412K 0.37% 44

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

Stonehaven Wealth & Tax Solutions's SHOP Position: Q1 2026 in Review

Stonehaven Wealth & Tax Solutions increased its Shopify (SHOP) stake by 18% in Q1 2026, buying an estimated $61.9K and bringing the position to 3,035 shares worth $360K. The position accounts for 0.32% of the portfolio, ranked #55.

Stonehaven Wealth & Tax Solutions first reported a position in SHOP in Q4 2025 and has held it in 2 quarters since. The position peaked at $413K in Q4 2025. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • Stonehaven Wealth & Tax Solutions held 3,035 shares of Shopify worth $360K as of Q1 2026.
  • Stonehaven Wealth & Tax Solutions bought 471 Shopify shares in Q1 2026, an estimated $61.9K.
  • Shopify made up 0.32% of Stonehaven Wealth & Tax Solutions's portfolio in Q1 2026, its #55 holding.
  • Stonehaven Wealth & Tax Solutions first reported a position in Shopify in Q4 2025 and has held it in 2 quarters since.
  • Stonehaven Wealth & Tax Solutions's Shopify position peaked at $413K in Q4 2025.
  • 1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q1 2026, filed 15 May 2026.