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WealthPLAN Partners’s Shopify SHOP Stock Holding History

WealthPLAN Partners’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 		– Sell
-1,746
Closed -$281K – 264
2025
Q4 		$281K Sell
1,746
-1,250
-42% -$201K 0.04% 237
2025
Q3 		$445K Buy
2,996
+1,256
+72% +$170K 0.07% 184
2025
Q2 		$201K Sell
1,740
-570
-25% -$57K 0.03% 250
2025
Q1 		$221K Hold
2,310
– – 0.03% 240
2024
Q4 		$246K Buy
+2,310
New +$225K 0.03% 225
2024
Q1 		– Sell
-2,570
Closed -$200K – 340
2023
Q4 		$200K Buy
+2,570
New +$164K 0.02% 309
2023
Q3 		– Sell
-2,090
Closed -$135K – 1017
2023
Q2 		$135K Sell
2,090
-500
-19% -$28.3K 0.02% 349
2023
Q1 		$124K Buy
+2,590
New +$114K 0.01% 379
2022
Q1 		– Sell
-3,110
Closed -$300K – 402
2021
Q4 		$300K Buy
3,110
+50
+2% +$7.31K 0.02% 319
2021
Q3 		$465K Hold
3,060
– – 0.03% 260
2021
Q2 		$454K Hold
3,060
– – 0.03% 244
2021
Q1 		$350K Sell
3,060
-50
-2% -$6.04K 0.03% 259
2020
Q4 		$392K Sell
3,110
-110
-3% -$11.5K 0.03% 239
2020
Q3 		$298K Buy
3,220
+300
+10% +$29.8K 0.03% 256
2020
Q2 		$292K Buy
2,920
+40
+1% +$2.78K 0.03% 248
2020
Q1 		$217K Buy
+2,880
New +$130K 0.03% 228

Other funds holding SHOP

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

WealthPLAN Partners's SHOP Position: Q1 2026 in Review

WealthPLAN Partners sold out of Shopify (SHOP) in Q1 2026, closing a stake of 1,746 shares — an estimated $281K sold.

WealthPLAN Partners first reported a position in SHOP in Q1 2020 and held it in 16 quarters. The position peaked at $465K in Q3 2021. 1,736 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • WealthPLAN Partners reported no remaining Shopify position as of Q1 2026 after selling out during the quarter.
  • WealthPLAN Partners sold 1,746 Shopify shares in Q1 2026, an estimated $281K.
  • WealthPLAN Partners first reported a position in Shopify in Q1 2020 and held it in 16 quarters.
  • WealthPLAN Partners's Shopify position peaked at $465K in Q3 2021.
  • 1,736 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on WealthPLAN Partners's 13F filing for Q1 2026, filed 29 Apr 2026.