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TRUE Private Wealth Advisors’s Shopify SHOP Stock Holding History

TRUE Private Wealth Advisors’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
-1,416
Closed -$228K – 284
2025
Q4 		$228K Buy
+1,416
New +$227K 0.02% 240
2020
Q1 		– Sell
-390
Closed -$15K – 816
2019
Q4 		$15K Buy
+390
New +$13.2K ﹤0.01% 537

Other funds holding SHOP

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

TRUE Private Wealth Advisors's SHOP Position: Q1 2026 in Review

TRUE Private Wealth Advisors sold out of Shopify (SHOP) in Q1 2026, closing a stake of 1,416 shares — an estimated $228K sold.

TRUE Private Wealth Advisors first reported a position in SHOP in Q4 2019 and held it in 2 quarters. The position peaked at $228K in Q4 2025. 1,735 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • TRUE Private Wealth Advisors reported no remaining Shopify position as of Q1 2026 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 1,416 Shopify shares in Q1 2026, an estimated $228K.
  • TRUE Private Wealth Advisors first reported a position in Shopify in Q4 2019 and held it in 2 quarters.
  • TRUE Private Wealth Advisors's Shopify position peaked at $228K in Q4 2025.
  • 1,735 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.