Vance Wealth’s Shopify SHOP Stock Holding History

Vance Wealth’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	$293K	Hold	2,467	–	–	0.08%	97
2025 Q4	$397K	Sell	2,467 -873	-26%	-$140K	0.12%	81
2025 Q3	$496K	Sell	3,340 -1,108	-25%	-$150K	0.15%	68
2025 Q2	$513K	Buy	4,448 +456	+11%	+$45.6K	0.17%	66
2025 Q1	$381K	Sell	3,992 -1	-0%	-$109	0.14%	75
2024 Q4	$425K	Buy	3,993 +40	+1%	+$3.89K	0.16%	65
2024 Q3	$317K	Buy	+3,953	New	+$273K	0.12%	76

Other funds holding SHOP

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Vance Wealth's SHOP Position: Q1 2026 in Review

Vance Wealth held its Shopify (SHOP) position steady in Q1 2026 at 2,467 shares worth $293K. The position accounts for 0.08% of the portfolio, ranked #97.

Vance Wealth first reported a position in SHOP in Q3 2024 and has held it in 7 quarters since. The position peaked at $513K in Q2 2025. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

Vance Wealth held 2,467 shares of Shopify worth $293K as of Q1 2026.
Vance Wealth left its Shopify share count unchanged in Q1 2026.
Shopify made up 0.08% of Vance Wealth's portfolio in Q1 2026, its #97 holding.
Vance Wealth first reported a position in Shopify in Q3 2024 and has held it in 7 quarters since.
Vance Wealth's Shopify position peaked at $513K in Q2 2025.
1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

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