Bruce G. Allen Investments’s Shopify SHOP Stock Holding History

Bruce G. Allen Investments’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	$2.28K	Sell	20 -19	-49%	-$2.17K	﹤0.01%	663
2026 Q1	$4.63K	Hold	39	–	–	﹤0.01%	575
2025 Q4	$6.28K	Sell	39 -1	-3%	-$161	﹤0.01%	533
2025 Q3	$5.94K	Sell	40 -4	-9%	-$542	﹤0.01%	536
2025 Q2	$5.08K	Hold	44	–	–	﹤0.01%	565
2025 Q1	$4.2K	Sell	44 -1	-2%	-$109	﹤0.01%	585
2024 Q4	$4.79K	Sell	45 -8	-15%	-$778	﹤0.01%	586
2024 Q3	$4.25K	Hold	53	–	–	﹤0.01%	606
2024 Q2	$3.5K	Sell	53 -60	-53%	-$3.98K	﹤0.01%	615
2024 Q1	$8.72K	Sell	113 -169	-60%	-$13.4K	0.01%	496
2023 Q4	$22K	Buy	+282	New	+$18K	0.02%	360

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

Bruce G. Allen Investments's SHOP Position: Q2 2026 in Review

Bruce G. Allen Investments reduced its Shopify (SHOP) stake by 49% in Q2 2026, selling an estimated $2.17K and leaving 20 shares worth $2.28K. The position accounts for ﹤0.01% of the portfolio, ranked #663.

Bruce G. Allen Investments first reported a position in SHOP in Q4 2023 and has held it in 11 quarters since. The position peaked at $22K in Q4 2023. 1,718 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

Bruce G. Allen Investments held 20 shares of Shopify worth $2.28K as of Q2 2026.
Bruce G. Allen Investments sold 19 Shopify shares in Q2 2026, an estimated $2.17K.
Shopify made up ﹤0.01% of Bruce G. Allen Investments's portfolio in Q2 2026, its #663 holding.
Bruce G. Allen Investments first reported a position in Shopify in Q4 2023 and has held it in 11 quarters since.
Bruce G. Allen Investments's Shopify position peaked at $22K in Q4 2023.
1,718 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.