TWM
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Tradition Wealth Management’s Shopify SHOP Stock Holding History

Tradition 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 		$447K Sell
3,768
-5
-0.1% -$657 0.03% 309
2025
Q4 		$607K Sell
3,773
-5
-0.1% -$803 0.04% 253
2025
Q3 		$561K Buy
3,778
+50
+1% +$6.78K 0.04% 263
2025
Q2 		$430K Buy
3,728
+50
+1% +$5K 0.03% 288
2025
Q1 		$351K Buy
3,678
+492
+15% +$53.6K 0.03% 310
2024
Q4 		$339K Buy
3,186
+17
+0.5% +$1.65K 0.03% 304
2024
Q3 		$254K Buy
3,169
+44
+1% +$3.04K 0.02% 356
2024
Q2 		$206K Sell
3,125
-197
-6% -$13.1K 0.02% 379
2024
Q1 		$256K Buy
3,322
+1,315
+66% +$104K 0.03% 329
2023
Q4 		$156K Buy
2,007
+140
+7% +$8.94K 0.02% 362
2023
Q3 		$102K Sell
1,867
-512
-22% -$31K 0.01% 433
2023
Q2 		$154K Buy
2,379
+185
+8% +$10.5K 0.02% 354
2023
Q1 		$105K Buy
2,194
+682
+45% +$30K 0.01% 432
2022
Q4 		$52K Buy
1,512
+962
+175% +$32.8K 0.01% 516
2022
Q3 		$15K Sell
550
-100
-15% -$3.4K ﹤0.01% 832
2022
Q2 		$20K Hold
650
– – ﹤0.01% 649
2022
Q1 		$44K Buy
650
+120
+23% +$9.85K 0.01% 544
2021
Q4 		$73K Buy
530
+190
+56% +$27.8K 0.01% 457
2021
Q3 		$46K Buy
340
+50
+17% +$7.49K 0.01% 524
2021
Q2 		$42K Buy
+290
New +$35.7K 0.01% 572

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

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

Tradition Wealth Management reduced its Shopify (SHOP) stake by 0.13% in Q1 2026, selling an estimated $657 and leaving 3,768 shares worth $447K. The position accounts for 0.03% of the portfolio, ranked #309.

Tradition Wealth Management first reported a position in SHOP in Q2 2021 and has held it in 20 quarters since. The position peaked at $607K in Q4 2025. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • Tradition Wealth Management held 3,768 shares of Shopify worth $447K as of Q1 2026.
  • Tradition Wealth Management sold 5 Shopify shares in Q1 2026, an estimated $657.
  • Shopify made up 0.03% of Tradition Wealth Management's portfolio in Q1 2026, its #309 holding.
  • Tradition Wealth Management first reported a position in Shopify in Q2 2021 and has held it in 20 quarters since.
  • Tradition Wealth Management's Shopify position peaked at $607K in Q4 2025.
  • 1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.