Chevy Chase Trust’s Shopify SHOP Stock Holding History

Chevy Chase Trust’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	$340K	Sell	2,981 -1,145	-28%	-$131K	﹤0.01%	619
2026 Q1	$489K	Buy	4,126 +40	+1%	+$5.26K	﹤0.01%	600
2025 Q4	$658K	Sell	4,086 -149	-4%	-$23.9K	﹤0.01%	592
2025 Q3	$629K	Buy	4,235 +470	+12%	+$63.7K	﹤0.01%	585
2025 Q2	$434K	Buy	+3,765	New	+$377K	﹤0.01%	599
2025 Q1	–	Sell	-2,005	Closed	-$213K	–	647
2024 Q4	$213K	Buy	+2,005	New	+$195K	﹤0.01%	627
2020 Q3	–	Sell	-2,830	Closed	-$269K	–	645
2020 Q2	$269K	Buy	+2,830	New	+$196K	﹤0.01%	615
2020 Q1	–	Sell	-2,680	Closed	-$107K	–	957
2019 Q4	$107K	Buy	+2,680	New	+$90.6K	﹤0.01%	717

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

Chevy Chase Trust's SHOP Position: Q2 2026 in Review

Chevy Chase Trust reduced its Shopify (SHOP) stake by 28% in Q2 2026, selling an estimated $131K and leaving 2,981 shares worth $340K. The position accounts for ﹤0.01% of the portfolio, ranked #619.

Chevy Chase Trust first reported a position in SHOP in Q4 2019 and has held it in 8 quarters since. The position peaked at $658K in Q4 2025. 1,711 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

Chevy Chase Trust held 2,981 shares of Shopify worth $340K as of Q2 2026.
Chevy Chase Trust sold 1,145 Shopify shares in Q2 2026, an estimated $131K.
Shopify made up ﹤0.01% of Chevy Chase Trust's portfolio in Q2 2026, its #619 holding.
Chevy Chase Trust first reported a position in Shopify in Q4 2019 and has held it in 8 quarters since.
Chevy Chase Trust's Shopify position peaked at $658K in Q4 2025.
1,711 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Chevy Chase Trust's 13F filing for Q2 2026, filed 14 Aug 2026.