TWM
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TCFG Wealth Management’s Shopify SHOP Stock Holding History

TCFG Wealth Management’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 		$295K Sell
2,485
-1,460
-37% -$192K 0.11% 194
2025
Q4 		$635K Sell
3,945
-100
-2% -$16.1K 0.25% 111
2025
Q3 		$601K Buy
4,045
+150
+4% +$20.3K 0.24% 105
2025
Q2 		$449K Sell
3,895
-1,667
-30% -$167K 0.2% 133
2025
Q1 		$531K Buy
5,562
+1,707
+44% +$186K 0.27% 101
2024
Q4 		$410K Buy
3,855
+270
+8% +$26.3K 0.21% 123
2024
Q3 		$287K Buy
+3,585
New +$248K 0.14% 161

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

TCFG Wealth Management's SHOP Position: Q1 2026 in Review

TCFG Wealth Management reduced its Shopify (SHOP) stake by 37% in Q1 2026, selling an estimated $192K and leaving 2,485 shares worth $295K. The position accounts for 0.11% of the portfolio, ranked #194.

TCFG Wealth Management first reported a position in SHOP in Q3 2024 and has held it in 7 quarters since. The position peaked at $635K in Q4 2025. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • TCFG Wealth Management held 2,485 shares of Shopify worth $295K as of Q1 2026.
  • TCFG Wealth Management sold 1,460 Shopify shares in Q1 2026, an estimated $192K.
  • Shopify made up 0.11% of TCFG Wealth Management's portfolio in Q1 2026, its #194 holding.
  • TCFG Wealth Management first reported a position in Shopify in Q3 2024 and has held it in 7 quarters since.
  • TCFG Wealth Management's Shopify position peaked at $635K in Q4 2025.
  • 1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.