Action Point Financial Planning’s Shopify SHOP Stock Holding History

Action Point Financial Planning’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 Q2	$196K	Buy	+1,724	New	+$197K	0.02%	441

Other funds holding SHOP

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Action Point Financial Planning's SHOP Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Shopify (SHOP) in Q2 2026: 1,724 shares worth $196K. The stake represents 0.02% of the portfolio and ranks #441 among its holdings.

1,703 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

Action Point Financial Planning held 1,724 shares of Shopify worth $196K as of Q2 2026.
Shopify was a new Action Point Financial Planning position in Q2 2026.
Shopify made up 0.02% of Action Point Financial Planning's portfolio in Q2 2026, its #441 holding.
1,703 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.