Blodgett Wealth Advisors’s Shopify SHOP Stock Holding History

Blodgett Wealth 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	$243K	Hold	2,125	–	–	0.16%	67
2026 Q1	$252K	Hold	2,125	–	–	0.2%	58
2025 Q4	$342K	Hold	2,125	–	–	0.24%	45
2025 Q3	$316K	Hold	2,125	–	–	0.22%	48
2025 Q2	$245K	Sell	2,125 -200	-9%	-$20K	0.19%	56
2025 Q1	$222K	Hold	2,325	–	–	0.19%	57
2024 Q4	$247K	Buy	+2,325	New	+$226K	0.19%	53
2024 Q2	–	Sell	-3,000	Closed	-$232K	–	65
2024 Q1	$232K	Sell	3,000 -125	-4%	-$9.88K	0.21%	58
2023 Q4	$243K	Buy	+3,125	New	+$200K	0.25%	54
2023 Q3	–	Sell	-3,125	Closed	-$202K	–	65
2023 Q2	$202K	Buy	+3,125	New	+$177K	0.21%	63
2022 Q2	–	Sell	-6,440	Closed	-$435K	–	86
2022 Q1	$435K	Buy	6,440 +1,050	+19%	+$86.2K	0.36%	48
2021 Q4	$742K	Buy	+5,390	New	+$788K	0.58%	41

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

Blodgett Wealth Advisors's SHOP Position: Q2 2026 in Review

Blodgett Wealth Advisors held its Shopify (SHOP) position steady in Q2 2026 at 2,125 shares worth $243K. The position accounts for 0.16% of the portfolio, ranked #67.

Blodgett Wealth Advisors first reported a position in SHOP in Q4 2021 and has held it in 12 quarters since. The position peaked at $742K in Q4 2021. 1,705 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

Blodgett Wealth Advisors held 2,125 shares of Shopify worth $243K as of Q2 2026.
Blodgett Wealth Advisors left its Shopify share count unchanged in Q2 2026.
Shopify made up 0.16% of Blodgett Wealth Advisors's portfolio in Q2 2026, its #67 holding.
Blodgett Wealth Advisors first reported a position in Shopify in Q4 2021 and has held it in 12 quarters since.
Blodgett Wealth Advisors's Shopify position peaked at $742K in Q4 2021.
1,705 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Blodgett Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.