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Axim Planning & Wealth’s Shopify SHOP Stock Holding History

Axim Planning & Wealth’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 		$423K Buy
+3,702
New +$422K 0.59% 40
2025
Q4 		– Sell
-4,165
Closed -$619K – 92
2025
Q3 		$619K Buy
+4,165
New +$565K 0.49% 20

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

Axim Planning & Wealth's SHOP Position: Q2 2026 in Review

Axim Planning & Wealth opened a new position in Shopify (SHOP) in Q2 2026: 3,702 shares worth $423K. The stake represents 0.59% of the portfolio and ranks #40 among its holdings. This is a return to the name: Axim Planning & Wealth previously reported a position in SHOP as recently as Q3 2025.

Axim Planning & Wealth first reported a position in SHOP in Q3 2025 and has held it in 2 quarters since. The position peaked at $619K in Q3 2025. 1,706 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Axim Planning & Wealth held 3,702 shares of Shopify worth $423K as of Q2 2026.
  • Shopify was a new Axim Planning & Wealth position in Q2 2026.
  • Shopify made up 0.59% of Axim Planning & Wealth's portfolio in Q2 2026, its #40 holding.
  • Axim Planning & Wealth first reported a position in Shopify in Q3 2025 and has held it in 2 quarters since.
  • Axim Planning & Wealth's Shopify position peaked at $619K in Q3 2025.
  • 1,706 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Axim Planning & Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.