WE
SHOP icon

Wealth Effects’s Shopify SHOP Stock Holding History

Wealth Effects’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 		$225K Buy
1,900
+200
+12% +$26.3K 0.08% 198
2025
Q4 		$274K Sell
1,700
-225
-12% -$36.1K 0.09% 162
2025
Q3 		$286K Hold
1,925
– – 0.09% 161
2025
Q2 		$222K Sell
1,925
-250
-11% -$25K 0.08% 185
2025
Q1 		$208K Sell
2,175
-400
-16% -$43.6K 0.09% 176
2024
Q4 		$274K Hold
2,575
– – 0.1% 169
2024
Q3 		$206K Buy
+2,575
New +$178K 0.07% 195
2024
Q2 		– Sell
-7,145
Closed -$551K – 222
2024
Q1 		$551K Sell
7,145
-1,830
-20% -$145K 0.2% 99
2023
Q4 		$699K Sell
8,975
-1,045
-10% -$66.7K 0.26% 88
2023
Q3 		$547K Buy
10,020
+75
+0.8% +$4.54K 0.27% 85
2023
Q2 		$642K Sell
9,945
-70
-0.7% -$3.96K 0.28% 78
2023
Q1 		$480K Buy
10,015
+125
+1% +$5.5K 0.25% 91
2022
Q4 		$343K Sell
9,890
-2,930
-23% -$100K 0.2% 119
2022
Q3 		$345K Sell
12,820
-300
-2% -$10.2K 0.21% 102
2022
Q2 		$410K Buy
13,120
+650
+5% +$27.8K 0.25% 97
2022
Q1 		$843K Buy
12,470
+680
+6% +$55.8K 0.39% 58
2021
Q4 		$1.62M Buy
+11,790
New +$1.72M 0.67% 34

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

Wealth Effects's SHOP Position: Q1 2026 in Review

Wealth Effects increased its Shopify (SHOP) stake by 12% in Q1 2026, buying an estimated $26.3K and bringing the position to 1,900 shares worth $225K. The position accounts for 0.08% of the portfolio, ranked #198.

Wealth Effects first reported a position in SHOP in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.62M in Q4 2021. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • Wealth Effects held 1,900 shares of Shopify worth $225K as of Q1 2026.
  • Wealth Effects bought 200 Shopify shares in Q1 2026, an estimated $26.3K.
  • Shopify made up 0.08% of Wealth Effects's portfolio in Q1 2026, its #198 holding.
  • Wealth Effects first reported a position in Shopify in Q4 2021 and has held it in 17 quarters since.
  • Wealth Effects's Shopify position peaked at $1.62M in Q4 2021.
  • 1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Wealth Effects's 13F filing for Q1 2026, filed 21 Apr 2026.