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Wealthspire Advisors (New York)’s Shopify SHOP Stock Holding History

Wealthspire Advisors (New York)’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 		$2.09M Sell
17,623
-2,737
-13% -$360K 0.02% 283
2025
Q4 		$3.28M Buy
20,360
+2,572
+14% +$413K 0.03% 218
2025
Q3 		$2.64M Buy
17,788
+10,204
+135% +$1.38M 0.01% 235
2025
Q2 		$875K Buy
7,584
+121
+2% +$12.1K ﹤0.01% 418
2025
Q1 		$713K Sell
7,463
-7,214
-49% -$786K ﹤0.01% 447
2024
Q4 		$1.56M Buy
14,677
+545
+4% +$53K 0.02% 287
2024
Q3 		$1.13M Buy
14,132
+724
+5% +$50K 0.01% 351
2024
Q2 		$886K Buy
13,408
+9,987
+292% +$662K 0.01% 334
2024
Q1 		$264K Sell
3,421
-139
-4% -$11K ﹤0.01% 542
2023
Q4 		$277K Sell
3,560
-550
-13% -$35.1K ﹤0.01% 541
2023
Q3 		$224K Buy
4,110
+484
+13% +$29.3K ﹤0.01% 546
2023
Q2 		$234K Buy
+3,626
New +$205K ﹤0.01% 495
2022
Q2 		– Sell
-4,250
Closed -$287K – 518
2022
Q1 		$287K Sell
4,250
-800
-16% -$65.7K 0.01% 355
2021
Q4 		$696K Sell
5,050
-1,300
-20% -$190K 0.02% 268
2021
Q3 		$861K Buy
+6,350
New +$951K 0.02% 273
2021
Q2 		– Sell
-7,500
Closed -$830K – 607
2021
Q1 		$830K Buy
7,500
+3,270
+77% +$395K 0.02% 294
2020
Q4 		$479K Buy
+4,230
New +$444K 0.01% 320
2019
Q1 		– Sell
-60
Closed -$1K – 665
2018
Q4 		$1K Buy
+60
New +$845 ﹤0.01% 833

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

Wealthspire Advisors (New York)'s SHOP Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Shopify (SHOP) stake by 13% in Q1 2026, selling an estimated $360K and leaving 17,623 shares worth $2.09M. The position accounts for 0.02% of the portfolio, ranked #283.

Wealthspire Advisors (New York) first reported a position in SHOP in Q4 2018 and has held it in 18 quarters since. The position peaked at $3.28M in Q4 2025. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • Wealthspire Advisors (New York) held 17,623 shares of Shopify worth $2.09M as of Q1 2026.
  • Wealthspire Advisors (New York) sold 2,737 Shopify shares in Q1 2026, an estimated $360K.
  • Shopify made up 0.02% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #283 holding.
  • Wealthspire Advisors (New York) first reported a position in Shopify in Q4 2018 and has held it in 18 quarters since.
  • Wealthspire Advisors (New York)'s Shopify position peaked at $3.28M in Q4 2025.
  • 1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.