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Wealth Management Associates’s Shopify SHOP Stock Holding History

Wealth Management Associates’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 		$201K Sell
1,697
-60
-3% -$7.88K 0.07% 227
2025
Q4 		$283K Buy
1,757
+35
+2% +$5.62K 0.1% 186
2025
Q3 		$256K Buy
+1,722
New +$233K 0.09% 192
2022
Q2 		– Sell
-5,560
Closed -$376K – 193
2022
Q1 		$376K Buy
+5,560
New +$457K 0.21% 121

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 Management Associates's SHOP Position: Q1 2026 in Review

Wealth Management Associates reduced its Shopify (SHOP) stake by 3.4% in Q1 2026, selling an estimated $7.88K and leaving 1,697 shares worth $201K. The position accounts for 0.07% of the portfolio, ranked #227.

Wealth Management Associates first reported a position in SHOP in Q1 2022 and has held it in 4 quarters since. The position peaked at $376K in Q1 2022. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • Wealth Management Associates held 1,697 shares of Shopify worth $201K as of Q1 2026.
  • Wealth Management Associates sold 60 Shopify shares in Q1 2026, an estimated $7.88K.
  • Shopify made up 0.07% of Wealth Management Associates's portfolio in Q1 2026, its #227 holding.
  • Wealth Management Associates first reported a position in Shopify in Q1 2022 and has held it in 4 quarters since.
  • Wealth Management Associates's Shopify position peaked at $376K in Q1 2022.
  • 1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Wealth Management Associates's 13F filing for Q1 2026, filed 13 May 2026.