BHPW
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Beverly Hills Private Wealth’s Shopify SHOP Stock Holding History

Beverly Hills Private Wealth’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 		$532K Sell
4,663
-248
-5% -$28.3K 0.1% 153
2026
Q1 		$583K Sell
4,911
-269
-5% -$35.3K 0.1% 169
2025
Q4 		$834K Sell
5,180
-44
-0.8% -$7.07K 0.14% 133
2025
Q3 		$776K Sell
5,224
-123
-2% -$16.7K 0.14% 143
2025
Q2 		$617K Sell
5,347
-856
-14% -$85.6K 0.12% 155
2025
Q1 		$592K Buy
6,203
+10
+0.2% +$1.09K 0.12% 152
2024
Q4 		$659K Sell
6,193
-111
-2% -$10.8K 0.13% 143
2024
Q3 		$505K Buy
6,304
+269
+4% +$18.6K 0.1% 185
2024
Q2 		$399K Buy
6,035
+155
+3% +$10.3K 0.09% 222
2024
Q1 		$454K Sell
5,880
-1,955
-25% -$154K 0.1% 207
2023
Q4 		$610K Sell
7,835
-306
-4% -$19.5K 0.16% 140
2023
Q3 		$444K Sell
8,141
-45
-0.5% -$2.73K 0.13% 165
2023
Q2 		$474K Sell
8,186
-440
-5% -$24.9K 0.08% 237
2023
Q1 		$414K Buy
8,626
+390
+5% +$17.2K 0.13% 176
2022
Q4 		$286K Buy
+8,236
New +$281K 0.12% 182

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

Beverly Hills Private Wealth's SHOP Position: Q2 2026 in Review

Beverly Hills Private Wealth reduced its Shopify (SHOP) stake by 5% in Q2 2026, selling an estimated $28.3K and leaving 4,663 shares worth $532K. The position accounts for 0.1% of the portfolio, ranked #153.

Beverly Hills Private Wealth first reported a position in SHOP in Q4 2022 and has held it in 15 quarters since. The position peaked at $834K in Q4 2025. 1,706 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Beverly Hills Private Wealth held 4,663 shares of Shopify worth $532K as of Q2 2026.
  • Beverly Hills Private Wealth sold 248 Shopify shares in Q2 2026, an estimated $28.3K.
  • Shopify made up 0.1% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #153 holding.
  • Beverly Hills Private Wealth first reported a position in Shopify in Q4 2022 and has held it in 15 quarters since.
  • Beverly Hills Private Wealth's Shopify position peaked at $834K in Q4 2025.
  • 1,706 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.