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Capstone Triton Financial Group’s Shopify SHOP Stock Holding History

Capstone Triton Financial Group’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 		$1.12M Buy
+9,851
New +$1.12M 0.65% 53
2026
Q1 		– Sell
-11,261
Closed -$1.81M – 108
2025
Q4 		$1.81M Sell
11,261
-1,734
-13% -$278K 1.2% 27
2025
Q3 		$1.93M Buy
+12,995
New +$1.76M 1.29% 23
2024
Q4 		$1.88M Hold
17,714
– – 1.18% 26
2024
Q3 		$1.42M Sell
17,714
-1,255
-7% -$86.7K 0.91% 39
2024
Q2 		$1.25M Sell
18,969
-3,001
-14% -$199K 0.88% 40
2024
Q1 		$1.7M Sell
21,970
-2,060
-9% -$163K 1.2% 26
2023
Q4 		$1.87M Sell
24,030
-1,490
-6% -$95.2K 1.37% 23
2023
Q3 		$1.39M Hold
25,520
– – 1.02% 33
2023
Q2 		$1.65M Sell
25,520
-1,208
-5% -$68.3K 1.13% 27
2023
Q1 		$1.28M Sell
26,728
-4,784
-15% -$210K 0.96% 37
2022
Q4 		$1.09M Sell
31,512
-1,748
-5% -$59.7K 0.88% 42
2022
Q3 		$896K Sell
33,260
-33,230
-50% -$1.13M 0.77% 44
2022
Q2 		$2.69M Sell
66,490
-480
-0.7% -$20.5K 2.03% 12
2022
Q1 		$2.79M Buy
+66,970
New +$5.5M 1.95% 11
2021
Q4 		– Sell
-66,930
Closed -$9.54M – 118
2021
Q3 		$9.54M Sell
66,930
-740
-1% -$111K 5.74% 2
2021
Q2 		$9.89M Sell
67,670
-1,690
-2% -$208K 6.08% 2
2021
Q1 		$7.67M Sell
69,360
-970
-1% -$117K 5.07% 3
2020
Q4 		$7.96M Buy
+70,330
New +$7.38M 4.88% 3

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

Capstone Triton Financial Group's SHOP Position: Q2 2026 in Review

Capstone Triton Financial Group opened a new position in Shopify (SHOP) in Q2 2026: 9,851 shares worth $1.12M. The stake represents 0.65% of the portfolio and ranks #53 among its holdings. This is a return to the name: Capstone Triton Financial Group previously reported a position in SHOP as recently as Q4 2025.

Capstone Triton Financial Group first reported a position in SHOP in Q4 2020 and has held it in 19 quarters since. The position peaked at $9.89M in Q2 2021. 1,705 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Capstone Triton Financial Group held 9,851 shares of Shopify worth $1.12M as of Q2 2026.
  • Shopify was a new Capstone Triton Financial Group position in Q2 2026.
  • Shopify made up 0.65% of Capstone Triton Financial Group's portfolio in Q2 2026, its #53 holding.
  • Capstone Triton Financial Group first reported a position in Shopify in Q4 2020 and has held it in 19 quarters since.
  • Capstone Triton Financial Group's Shopify position peaked at $9.89M in Q2 2021.
  • 1,705 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Capstone Triton Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.