Strategic Wealth Partners’s Shopify SHOP Stock Holding History

Strategic Wealth Partners’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	$67.5K	Buy	569 +141	+33%	+$18.5K	﹤0.01%	460
2025 Q4	$68.9K	Buy	428 +33	+8%	+$5.3K	﹤0.01%	462
2025 Q3	$58.7K	Hold	395	–	–	﹤0.01%	520
2025 Q2	$45.6K	Buy	+395	New	+$39.5K	﹤0.01%	506
2019 Q4	–	Sell	-750	Closed	-$23	–	438
2019 Q3	$23	Hold	750	–	–	﹤0.01%	374
2019 Q2	$22K	Sell	750 -2,300	-75%	-$59.9K	0.01%	320
2019 Q1	$63K	Hold	3,050	–	–	0.03%	214
2018 Q4	$47K	Buy	3,050 +2,300	+307%	+$32.4K	0.02%	240
2018 Q3	$12K	Hold	750	–	–	0.01%	431
2018 Q2	$11K	Hold	750	–	–	0.01%	506
2018 Q1	$9K	Buy	750 +410	+121%	+$5.31K	﹤0.01%	574
2017 Q4	$4K	Buy	+340	New	+$3.48K	﹤0.01%	639

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 Wealth Partners's SHOP Position: Q1 2026 in Review

Strategic Wealth Partners increased its Shopify (SHOP) stake by 33% in Q1 2026, buying an estimated $18.5K and bringing the position to 569 shares worth $67.5K. The position accounts for ﹤0.01% of the portfolio, ranked #460.

Strategic Wealth Partners first reported a position in SHOP in Q4 2017 and has held it in 12 quarters since. The position peaked at $68.9K in Q4 2025. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

Strategic Wealth Partners held 569 shares of Shopify worth $67.5K as of Q1 2026.
Strategic Wealth Partners bought 141 Shopify shares in Q1 2026, an estimated $18.5K.
Shopify made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #460 holding.
Strategic Wealth Partners first reported a position in Shopify in Q4 2017 and has held it in 12 quarters since.
Strategic Wealth Partners's Shopify position peaked at $68.9K in Q4 2025.
1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.