Baron Silver Stevens Financial Advisors’s Shopify SHOP Stock Holding History

Baron Silver Stevens Financial 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	–	Sell	-1,737	Closed	-$206K	–	147
2026 Q1	$206K	Hold	1,737	–	–	0.03%	130
2025 Q4	$280K	Hold	1,737	–	–	0.04%	106
2025 Q3	$258K	Hold	1,737	–	–	0.04%	122
2025 Q2	$200K	Sell	1,737 -452	-21%	-$45.2K	0.03%	143
2025 Q1	$209K	Hold	2,189	–	–	0.04%	118
2024 Q4	$233K	Buy	+2,189	New	+$213K	0.04%	113
2021 Q1	–	Sell	-130	Closed	-$14K	–	389
2020 Q4	$14K	Buy	+130	New	+$13.6K	﹤0.01%	231

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

Baron Silver Stevens Financial Advisors's SHOP Position: Q2 2026 in Review

Baron Silver Stevens Financial Advisors sold out of Shopify (SHOP) in Q2 2026, closing a stake of 1,737 shares — an estimated $206K sold.

Baron Silver Stevens Financial Advisors first reported a position in SHOP in Q4 2020 and held it in 7 quarters. The position peaked at $280K in Q4 2025. 1,705 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

Baron Silver Stevens Financial Advisors reported no remaining Shopify position as of Q2 2026 after selling out during the quarter.
Baron Silver Stevens Financial Advisors sold 1,737 Shopify shares in Q2 2026, an estimated $206K.
Baron Silver Stevens Financial Advisors first reported a position in Shopify in Q4 2020 and held it in 7 quarters.
Baron Silver Stevens Financial Advisors's Shopify position peaked at $280K in Q4 2025.
1,705 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.