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Belpointe Asset Management’s Shopify SHOP Stock Holding History

Belpointe Asset Management’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 		$271K Buy
2,373
+240
+11% +$27.4K 0.01% 935
2026
Q1 		$253K Sell
2,133
-11,811
-85% -$1.55M 0.01% 920
2025
Q4 		$2.24M Buy
13,944
+3,282
+31% +$527K 0.08% 203
2025
Q3 		$1.58M Buy
10,662
+8,722
+450% +$1.18M 0.06% 275
2025
Q2 		$224K Buy
+1,940
New +$194K 0.01% 844
2024
Q2 		– Sell
-3,899
Closed -$301K – 921
2024
Q1 		$301K Sell
3,899
-65
-2% -$5.13K 0.02% 588
2023
Q4 		$309K Buy
+3,964
New +$253K 0.03% 512
2023
Q2 		– Sell
-7,356
Closed -$353K – 2895
2023
Q1 		$353K Buy
7,356
+4,484
+156% +$197K 0.02% 684
2022
Q4 		$99.7K Sell
2,872
-2,870
-50% -$98K 0.01% 1239
2022
Q3 		$154K Sell
5,742
-1,538
-21% -$52.3K 0.01% 954
2022
Q2 		$228K Buy
7,280
+4,690
+181% +$200K 0.02% 777
2022
Q1 		$175K Sell
2,590
-1,460
-36% -$120K 0.01% 965
2021
Q4 		$424K Hold
4,050
– – 0.03% 575
2021
Q3 		$425K Sell
4,050
-410
-9% -$61.4K 0.03% 558
2021
Q2 		$652K Sell
4,460
-1,650
-27% -$203K 0.05% 411
2021
Q1 		$583K Buy
6,110
+1,630
+36% +$197K 0.05% 385
2020
Q4 		$507K Sell
4,480
-7,130
-61% -$748K 0.05% 400
2020
Q3 		$1.19M Sell
11,610
-4,470
-28% -$444K 0.13% 171
2020
Q2 		$1.53M Buy
16,080
+6,760
+73% +$469K 0.2% 110
2020
Q1 		$388K Buy
9,320
+330
+4% +$14.9K 0.07% 285
2019
Q4 		$357K Sell
8,990
-2,940
-25% -$99.4K 0.05% 405
2019
Q3 		$372K Sell
11,930
-800
-6% -$27.4K 0.06% 350
2019
Q2 		$382K Sell
12,730
-3,760
-23% -$97.9K 0.08% 282
2019
Q1 		$341K Buy
16,490
+5,670
+52% +$100K 0.07% 222
2018
Q4 		$150K Sell
10,820
-42,300
-80% -$595K 0.04% 392
2018
Q3 		$873K Buy
+53,120
New +$809K 0.14% 153
2017
Q4 		– Sell
-21,670
Closed -$252K – 492
2017
Q3 		$252K Buy
+21,670
New +$221K 0.06% 352

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

Belpointe Asset Management's SHOP Position: Q2 2026 in Review

Belpointe Asset Management increased its Shopify (SHOP) stake by 11% in Q2 2026, buying an estimated $27.4K and bringing the position to 2,373 shares worth $271K. The position accounts for 0.01% of the portfolio, ranked #935.

Belpointe Asset Management first reported a position in SHOP in Q3 2017 and has held it in 27 quarters since. The position peaked at $2.24M in Q4 2025. 1,713 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Belpointe Asset Management held 2,373 shares of Shopify worth $271K as of Q2 2026.
  • Belpointe Asset Management bought 240 Shopify shares in Q2 2026, an estimated $27.4K.
  • Shopify made up 0.01% of Belpointe Asset Management's portfolio in Q2 2026, its #935 holding.
  • Belpointe Asset Management first reported a position in Shopify in Q3 2017 and has held it in 27 quarters since.
  • Belpointe Asset Management's Shopify position peaked at $2.24M in Q4 2025.
  • 1,713 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.