TPWA
SHOP icon

Twin Peaks Wealth Advisors’s Shopify SHOP Stock Holding History

Twin Peaks 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 		$310K Sell
2,611
-285
-10% -$37.4K 0.08% 136
2025
Q4 		$343K Sell
2,896
-552
-16% -$88.6K 0.1% 129
2025
Q3 		$512K Buy
3,448
+59
+2% +$8K 0.18% 99
2025
Q2 		$506K Sell
3,389
-109
-3% -$10.9K 0.16% 94
2025
Q1 		$294K Sell
3,498
-182
-5% -$19.8K 0.13% 112
2024
Q4 		$391K Sell
3,680
-602
-14% -$58.6K 0.17% 91
2024
Q3 		$343K Buy
4,282
+145
+4% +$10K 0.16% 96
2024
Q2 		$273K Sell
4,137
-41
-1% -$2.72K 0.14% 104
2024
Q1 		$322K Sell
4,178
-485
-10% -$38.3K 0.18% 96
2023
Q4 		$363K Buy
+4,663
New +$298K 0.23% 87

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

Twin Peaks Wealth Advisors's SHOP Position: Q1 2026 in Review

Twin Peaks Wealth Advisors reduced its Shopify (SHOP) stake by 9.8% in Q1 2026, selling an estimated $37.4K and leaving 2,611 shares worth $310K. The position accounts for 0.08% of the portfolio, ranked #136.

Twin Peaks Wealth Advisors first reported a position in SHOP in Q4 2023 and has held it in 10 quarters since. The position peaked at $512K in Q3 2025. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • Twin Peaks Wealth Advisors held 2,611 shares of Shopify worth $310K as of Q1 2026.
  • Twin Peaks Wealth Advisors sold 285 Shopify shares in Q1 2026, an estimated $37.4K.
  • Shopify made up 0.08% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #136 holding.
  • Twin Peaks Wealth Advisors first reported a position in Shopify in Q4 2023 and has held it in 10 quarters since.
  • Twin Peaks Wealth Advisors's Shopify position peaked at $512K in Q3 2025.
  • 1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.