Visionary Wealth Advisors’s Shopify SHOP Stock Holding History

Visionary 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	$303K	Sell	2,552 -33	-1%	-$4.34K	0.01%	517
2025 Q4	$416K	Buy	2,585 +176	+7%	+$28.3K	0.02%	430
2025 Q3	$358K	Hold	2,409	–	–	0.02%	457
2025 Q2	$278K	Buy	2,409 +49	+2%	+$4.9K	0.01%	473
2025 Q1	$225K	Buy	2,360 +46	+2%	+$5.01K	0.01%	499
2024 Q4	$246K	Buy	+2,314	New	+$225K	0.01%	480
2022 Q1	–	Sell	-2,510	Closed	-$346K	–	455
2021 Q4	$346K	Buy	2,510 +130	+5%	+$19K	0.03%	273
2021 Q3	$323K	Buy	2,380 +100	+4%	+$15K	0.03%	241
2021 Q2	$333K	Buy	2,280 +130	+6%	+$16K	0.03%	254
2021 Q1	$238K	Buy	2,150 +20	+0.9%	+$2.42K	0.03%	287
2020 Q4	$241K	Buy	+2,130	New	+$224K	0.03%	268

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

Visionary Wealth Advisors's SHOP Position: Q1 2026 in Review

Visionary Wealth Advisors reduced its Shopify (SHOP) stake by 1.3% in Q1 2026, selling an estimated $4.34K and leaving 2,552 shares worth $303K. The position accounts for 0.01% of the portfolio, ranked #517.

Visionary Wealth Advisors first reported a position in SHOP in Q4 2020 and has held it in 11 quarters since. The position peaked at $416K in Q4 2025. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

Visionary Wealth Advisors held 2,552 shares of Shopify worth $303K as of Q1 2026.
Visionary Wealth Advisors sold 33 Shopify shares in Q1 2026, an estimated $4.34K.
Shopify made up 0.01% of Visionary Wealth Advisors's portfolio in Q1 2026, its #517 holding.
Visionary Wealth Advisors first reported a position in Shopify in Q4 2020 and has held it in 11 quarters since.
Visionary Wealth Advisors's Shopify position peaked at $416K in Q4 2025.
1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

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