V
SHOP icon

ViaWealth’s Shopify SHOP Stock Holding History

ViaWealth’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 		$745K Sell
6,282
-190
-3% -$25K 0.41% 72
2025
Q4 		$1.04M Sell
6,472
-336
-5% -$53.9K 0.59% 49
2025
Q3 		$1.01M Sell
6,808
-225
-3% -$30.5K 0.55% 51
2025
Q2 		$811K Sell
7,033
-100
-1% -$10K 0.48% 63
2025
Q1 		$681K Sell
7,133
-966
-12% -$105K 0.42% 75
2024
Q4 		$861K Sell
8,099
-750
-8% -$72.9K 0.52% 56
2024
Q3 		$709K Buy
8,849
+910
+11% +$62.9K 0.41% 78
2024
Q2 		$524K Buy
7,939
+415
+6% +$27.5K 0.33% 94
2024
Q1 		$581K Sell
7,524
-300
-4% -$23.7K 0.36% 88
2023
Q4 		$609K Buy
7,824
+1,458
+23% +$93.1K 0.42% 84
2023
Q3 		$347K Buy
6,366
+1,141
+22% +$69.1K 0.26% 125
2023
Q2 		$338K Buy
5,225
+475
+10% +$26.9K 0.25% 123
2023
Q1 		$228K Sell
4,750
-1,675
-26% -$73.7K 0.18% 140
2022
Q4 		$239K Buy
+6,425
New +$219K 0.2% 141

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

ViaWealth's SHOP Position: Q1 2026 in Review

ViaWealth reduced its Shopify (SHOP) stake by 2.9% in Q1 2026, selling an estimated $25K and leaving 6,282 shares worth $745K. The position accounts for 0.41% of the portfolio, ranked #72.

ViaWealth first reported a position in SHOP in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.04M in Q4 2025. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • ViaWealth held 6,282 shares of Shopify worth $745K as of Q1 2026.
  • ViaWealth sold 190 Shopify shares in Q1 2026, an estimated $25K.
  • Shopify made up 0.41% of ViaWealth's portfolio in Q1 2026, its #72 holding.
  • ViaWealth first reported a position in Shopify in Q4 2022 and has held it in 14 quarters since.
  • ViaWealth's Shopify position peaked at $1.04M in Q4 2025.
  • 1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on ViaWealth's 13F filing for Q1 2026, filed 11 May 2026.