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Summit Securities Group’s Shopify SHOP Stock Holding History

Summit Securities Group’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
-1,862
Closed -$300K – 1337
2025
Q4 		$300K Buy
+1,862
New +$299K 0.04% 258
2023
Q1 		– Sell
-8,643
Closed -$300K – 1240
2022
Q4 		$300K Sell
8,643
-162,357
-95% -$5.54M 0.01% 396
2022
Q3 		$4.61M Buy
+171,000
New +$5.82M 0.34% 53
2021
Q2 		– Sell
-10,000
Closed -$1.11M – 841
2021
Q1 		$1.11M Buy
+10,000
New +$1.21M 0.12% 179
2020
Q3 		– Sell
-5,000
Closed -$475K – 480
2020
Q2 		$475K Buy
+5,000
New +$347K 0.06% 240

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

Summit Securities Group's SHOP Position: Q1 2026 in Review

Summit Securities Group sold out of Shopify (SHOP) in Q1 2026, closing a stake of 1,862 shares — an estimated $300K sold.

Summit Securities Group first reported a position in SHOP in Q2 2020 and held it in 5 quarters. The position peaked at $4.61M in Q3 2022. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • Summit Securities Group reported no remaining Shopify position as of Q1 2026 after selling out during the quarter.
  • Summit Securities Group sold 1,862 Shopify shares in Q1 2026, an estimated $300K.
  • Summit Securities Group first reported a position in Shopify in Q2 2020 and held it in 5 quarters.
  • Summit Securities Group's Shopify position peaked at $4.61M in Q3 2022.
  • 1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.