White Knight Strategic Wealth Advisors’s Shopify SHOP Stock Holding History

White Knight Strategic 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	–	Sell	-1,650	Closed	-$266K	–	92
2025 Q4	$266K	Buy	+1,650	New	+$265K	0.19%	80
2025 Q1	–	Sell	-3,300	Closed	-$351K	–	103
2024 Q4	$351K	Buy	+3,300	New	+$321K	0.15%	88
2024 Q1	–	Sell	-2,655	Closed	-$207K	–	76
2023 Q4	$207K	Buy	+2,655	New	+$170K	0.24%	71
2023 Q3	–	Sell	-4,300	Closed	-$278K	–	71
2023 Q2	$278K	Sell	4,300 -80	-2%	-$4.52K	0.33%	58
2023 Q1	$210K	Buy	+4,380	New	+$193K	0.26%	69
2022 Q2	–	Sell	-3,850	Closed	-$260K	–	70
2022 Q1	$260K	Buy	3,850 +340	+10%	+$27.9K	0.28%	63
2021 Q4	$483K	Buy	+3,510	New	+$513K	0.51%	45

Other funds holding SHOP

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

White Knight Strategic Wealth Advisors's SHOP Position: Q1 2026 in Review

White Knight Strategic Wealth Advisors sold out of Shopify (SHOP) in Q1 2026, closing a stake of 1,650 shares — an estimated $266K sold.

White Knight Strategic Wealth Advisors first reported a position in SHOP in Q4 2021 and held it in 7 quarters. The position peaked at $483K in Q4 2021. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

White Knight Strategic Wealth Advisors reported no remaining Shopify position as of Q1 2026 after selling out during the quarter.
White Knight Strategic Wealth Advisors sold 1,650 Shopify shares in Q1 2026, an estimated $266K.
White Knight Strategic Wealth Advisors first reported a position in Shopify in Q4 2021 and held it in 7 quarters.
White Knight Strategic Wealth Advisors's Shopify position peaked at $483K in Q4 2021.
1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on White Knight Strategic Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.