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Total Wealth Planning & Management’s Shopify SHOP Stock Holding History

Total Wealth Planning & 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 		$235K Buy
1,978
+56
+3% +$7.36K 0.17% 177
2025
Q4 		$309K Buy
+1,922
New +$309K 0.23% 153
2025
Q2 		$216K Buy
+1,875
New +$188K 0.18% 187
2025
Q1 		– Sell
-2,179
Closed -$232K – 226
2024
Q4 		$232K Buy
+2,179
New +$212K 0.21% 164

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

Total Wealth Planning & Management's SHOP Position: Q1 2026 in Review

Total Wealth Planning & Management increased its Shopify (SHOP) stake by 2.9% in Q1 2026, buying an estimated $7.36K and bringing the position to 1,978 shares worth $235K. The position accounts for 0.17% of the portfolio, ranked #177.

Total Wealth Planning & Management first reported a position in SHOP in Q4 2024 and has held it in 4 quarters since. The position peaked at $309K in Q4 2025. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • Total Wealth Planning & Management held 1,978 shares of Shopify worth $235K as of Q1 2026.
  • Total Wealth Planning & Management bought 56 Shopify shares in Q1 2026, an estimated $7.36K.
  • Shopify made up 0.17% of Total Wealth Planning & Management's portfolio in Q1 2026, its #177 holding.
  • Total Wealth Planning & Management first reported a position in Shopify in Q4 2024 and has held it in 4 quarters since.
  • Total Wealth Planning & Management's Shopify position peaked at $309K in Q4 2025.
  • 1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.