Strategic Advocates’s Shopify SHOP Stock Holding History

Strategic Advocates’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	-809	Closed	-$132K	–	547
2025 Q4	$132K	Hold	809	–	–	0.03%	144
2025 Q3	$120K	Buy	+809	New	+$110K	0.03%	156

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

Strategic Advocates's SHOP Position: Q1 2026 in Review

Strategic Advocates sold out of Shopify (SHOP) in Q1 2026, closing a stake of 809 shares — an estimated $132K sold.

Strategic Advocates first reported a position in SHOP in Q3 2025 and held it in 2 quarters. The position peaked at $132K in Q4 2025. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

Strategic Advocates reported no remaining Shopify position as of Q1 2026 after selling out during the quarter.
Strategic Advocates sold 809 Shopify shares in Q1 2026, an estimated $132K.
Strategic Advocates first reported a position in Shopify in Q3 2025 and held it in 2 quarters.
Strategic Advocates's Shopify position peaked at $132K in Q4 2025.
1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Strategic Advocates's 13F filing for Q1 2026, filed 15 May 2026.