B.O.S.S. Retirement Advisors’s Shopify SHOP Stock Holding History

B.O.S.S. Retirement 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 Q2	$207K	Sell	1,813 -1,255	-41%	-$143K	0.06%	154
2026 Q1	$364K	Sell	3,068 -956	-24%	-$126K	0.11%	118
2025 Q4	$648K	Sell	4,024 -5,311	-57%	-$853K	0.2%	83
2025 Q3	$1.39M	Sell	9,335 -623	-6%	-$84.5K	0.33%	60
2025 Q2	$1.15M	Sell	9,958 -676	-6%	-$67.6K	0.29%	71
2025 Q1	$1.02M	Sell	10,634 -687	-6%	-$74.9K	0.29%	69
2024 Q4	$1.2M	Buy	+11,321	New	+$1.1M	0.34%	65
2024 Q1	–	Sell	-26,521	Closed	-$2.07M	–	211
2023 Q4	$2.07M	Sell	26,521 -653	-2%	-$41.7K	0.4%	79
2023 Q3	$1.48M	Buy	27,174 +1,036	+4%	+$62.8K	0.32%	118
2023 Q2	$1.69M	Sell	26,138 -6,343	-20%	-$359K	0.36%	103
2023 Q1	$1.56M	Buy	32,481 +512	+2%	+$22.5K	0.37%	115
2022 Q4	$1.11M	Buy	+31,969	New	+$1.09M	0.28%	130

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

B.O.S.S. Retirement Advisors's SHOP Position: Q2 2026 in Review

B.O.S.S. Retirement Advisors reduced its Shopify (SHOP) stake by 41% in Q2 2026, selling an estimated $143K and leaving 1,813 shares worth $207K. The position accounts for 0.06% of the portfolio, ranked #154.

B.O.S.S. Retirement Advisors first reported a position in SHOP in Q4 2022 and has held it in 12 quarters since. The position peaked at $2.07M in Q4 2023. 1,706 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

B.O.S.S. Retirement Advisors held 1,813 shares of Shopify worth $207K as of Q2 2026.
B.O.S.S. Retirement Advisors sold 1,255 Shopify shares in Q2 2026, an estimated $143K.
Shopify made up 0.06% of B.O.S.S. Retirement Advisors's portfolio in Q2 2026, its #154 holding.
B.O.S.S. Retirement Advisors first reported a position in Shopify in Q4 2022 and has held it in 12 quarters since.
B.O.S.S. Retirement Advisors's Shopify position peaked at $2.07M in Q4 2023.
1,706 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.