WWA
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WCG Wealth Advisors’s Shopify SHOP Stock Holding History

WCG 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 		$8.23M Sell
69,383
-1,766
-2% -$232K 0.23% 107
2025
Q4 		$11.5M Buy
71,149
+48,657
+216% +$7.81M 0.32% 78
2025
Q3 		$3.34M Buy
+22,492
New +$3.05M 0.21% 106

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

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

WCG Wealth Advisors reduced its Shopify (SHOP) stake by 2.5% in Q1 2026, selling an estimated $232K and leaving 69,383 shares worth $8.23M. The position accounts for 0.23% of the portfolio, ranked #107.

WCG Wealth Advisors first reported a position in SHOP in Q3 2025 and has held it in 3 quarters since. The position peaked at $11.5M in Q4 2025. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • WCG Wealth Advisors held 69,383 shares of Shopify worth $8.23M as of Q1 2026.
  • WCG Wealth Advisors sold 1,766 Shopify shares in Q1 2026, an estimated $232K.
  • Shopify made up 0.23% of WCG Wealth Advisors's portfolio in Q1 2026, its #107 holding.
  • WCG Wealth Advisors first reported a position in Shopify in Q3 2025 and has held it in 3 quarters since.
  • WCG Wealth Advisors's Shopify position peaked at $11.5M in Q4 2025.
  • 1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.