BetterWealth’s Shopify SHOP Stock Holding History

BetterWealth’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	$2.09M	Hold	18,317	–	–	0.37%	24
2026 Q1	$2.17M	Buy	+18,317	New	+$2.41M	0.43%	22

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

BetterWealth's SHOP Position: Q2 2026 in Review

BetterWealth held its Shopify (SHOP) position steady in Q2 2026 at 18,317 shares worth $2.09M. The position accounts for 0.37% of the portfolio, ranked #24.

BetterWealth first reported a position in SHOP in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.17M in Q1 2026. 1,705 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

BetterWealth held 18,317 shares of Shopify worth $2.09M as of Q2 2026.
BetterWealth left its Shopify share count unchanged in Q2 2026.
Shopify made up 0.37% of BetterWealth's portfolio in Q2 2026, its #24 holding.
BetterWealth first reported a position in Shopify in Q1 2026 and has held it in 2 quarters since.
BetterWealth's Shopify position peaked at $2.17M in Q1 2026.
1,705 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on BetterWealth's 13F filing for Q2 2026, filed 22 Jul 2026.