Bedel Financial Consulting’s Shopify SHOP Stock Holding History

Bedel Financial Consulting’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	$409K	Buy	3,580 +330	+10%	+$37.7K	0.04%	199
2026 Q1	$386K	Buy	3,250 +100	+3%	+$13.1K	0.04%	196
2025 Q4	$507K	Sell	3,150 -313	-9%	-$50.3K	0.05%	162
2025 Q3	$515K	Hold	3,463	–	–	0.07%	159
2025 Q2	$399K	Hold	3,463	–	–	0.05%	177
2025 Q1	$325K	Hold	3,463	–	–	0.05%	199
2024 Q4	$422K	Sell	3,463 -744	-18%	-$72.4K	0.06%	167
2024 Q3	$337K	Sell	4,207 -556	-12%	-$38.4K	0.05%	192
2024 Q2	$315K	Buy	+4,763	New	+$316K	0.05%	189
2022 Q2	–	Sell	-1,670	Closed	-$113K	–	762
2022 Q1	$113K	Hold	1,670	–	–	0.04%	253
2021 Q4	$230K	Hold	1,670	–	–	0.07%	177
2021 Q3	$226K	Hold	1,670	–	–	0.08%	170
2021 Q2	$244K	Hold	1,670	–	–	0.08%	160
2021 Q1	$185K	Buy	1,670 +490	+42%	+$59.2K	0.07%	180
2020 Q4	$134K	Hold	1,180	–	–	0.06%	190
2020 Q3	$121K	Buy	1,180 +20	+2%	+$1.99K	0.06%	182
2020 Q2	$110K	Hold	1,160	–	–	0.06%	184
2020 Q1	$48K	Hold	1,160	–	–	0.03%	273
2019 Q4	$46K	Hold	1,160	–	–	0.03%	300
2019 Q3	$36K	Hold	1,160	–	–	0.02%	321
2019 Q2	$35K	Hold	1,160	–	–	0.02%	324
2019 Q1	$24K	Hold	1,160	–	–	0.02%	371
2018 Q4	$16K	Hold	1,160	–	–	0.01%	393
2018 Q3	$16K	Hold	1,160	–	–	0.01%	415
2018 Q2	$17K	Hold	1,160	–	–	0.01%	402
2018 Q1	$14K	Buy	+1,160	New	+$15K	0.01%	429

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

Bedel Financial Consulting's SHOP Position: Q2 2026 in Review

Bedel Financial Consulting increased its Shopify (SHOP) stake by 10% in Q2 2026, buying an estimated $37.7K and bringing the position to 3,580 shares worth $409K. The position accounts for 0.04% of the portfolio, ranked #199.

Bedel Financial Consulting first reported a position in SHOP in Q1 2018 and has held it in 26 quarters since. The position peaked at $515K in Q3 2025. 1,714 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

Bedel Financial Consulting held 3,580 shares of Shopify worth $409K as of Q2 2026.
Bedel Financial Consulting bought 330 Shopify shares in Q2 2026, an estimated $37.7K.
Shopify made up 0.04% of Bedel Financial Consulting's portfolio in Q2 2026, its #199 holding.
Bedel Financial Consulting first reported a position in Shopify in Q1 2018 and has held it in 26 quarters since.
Bedel Financial Consulting's Shopify position peaked at $515K in Q3 2025.
1,714 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.