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Balboa Wealth Partners’s Shopify SHOP Stock Holding History

Balboa Wealth Partners’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 		– Sell
-1,713
Closed -$203K – 500
2026
Q1 		$203K Buy
1,713
+63
+4% +$8.28K 0.03% 398
2025
Q4 		$266K Sell
1,650
-2
-0.1% -$321 0.04% 317
2025
Q3 		$246K Buy
+1,652
New +$224K 0.04% 314
2024
Q2 		– Sell
-3,097
Closed -$239K – 337
2024
Q1 		$239K Buy
+3,097
New +$245K 0.07% 199

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

Balboa Wealth Partners's SHOP Position: Q2 2026 in Review

Balboa Wealth Partners sold out of Shopify (SHOP) in Q2 2026, closing a stake of 1,713 shares — an estimated $203K sold.

Balboa Wealth Partners first reported a position in SHOP in Q1 2024 and held it in 4 quarters. The position peaked at $266K in Q4 2025. 1,716 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Balboa Wealth Partners reported no remaining Shopify position as of Q2 2026 after selling out during the quarter.
  • Balboa Wealth Partners sold 1,713 Shopify shares in Q2 2026, an estimated $203K.
  • Balboa Wealth Partners first reported a position in Shopify in Q1 2024 and held it in 4 quarters.
  • Balboa Wealth Partners's Shopify position peaked at $266K in Q4 2025.
  • 1,716 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.