Clean Yield Group’s Shopify SHOP Stock Holding History

Clean Yield 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	$2.66M	Buy	23,329 +22,973	+6,453%	+$2.62M	0.66%	53
2026 Q1	$42.2K	Sell	356 -8	-2%	-$1.05K	0.01%	236
2025 Q4	$58.6K	Hold	364	–	–	0.02%	214
2025 Q3	$54.1K	Hold	364	–	–	0.02%	219
2025 Q2	$42K	Sell	364 -218	-37%	-$21.8K	0.01%	234
2025 Q1	$55.6K	Buy	582 +218	+60%	+$23.8K	0.02%	215
2024 Q4	$38.7K	Hold	364	–	–	0.01%	247
2024 Q3	$29.2K	Buy	364 +64	+21%	+$4.42K	0.01%	270
2024 Q2	$19.8K	Hold	300	–	–	0.01%	284
2024 Q1	$23.2K	Hold	300	–	–	0.01%	282
2023 Q4	$23.4K	Hold	300	–	–	0.01%	272
2023 Q3	$16.3K	Hold	300	–	–	0.01%	298
2023 Q2	$19.4K	Hold	300	–	–	0.01%	292
2023 Q1	$14.4K	Hold	300	–	–	0.01%	309
2022 Q4	$10.4K	Hold	300	–	–	﹤0.01%	336
2022 Q3	$8K	Hold	300	–	–	﹤0.01%	338
2022 Q2	$9K	Buy	+300	New	+$12.8K	﹤0.01%	348

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

Clean Yield Group's SHOP Position: Q2 2026 in Review

Clean Yield Group increased its Shopify (SHOP) stake by 6,453% in Q2 2026, buying an estimated $2.62M and bringing the position to 23,329 shares worth $2.66M. The position accounts for 0.66% of the portfolio, ranked #53.

Clean Yield Group first reported a position in SHOP in Q2 2022 and has held it in 17 quarters since. 1,705 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

Clean Yield Group held 23,329 shares of Shopify worth $2.66M as of Q2 2026.
Clean Yield Group bought 22,973 Shopify shares in Q2 2026, an estimated $2.62M.
Shopify made up 0.66% of Clean Yield Group's portfolio in Q2 2026, its #53 holding.
Clean Yield Group first reported a position in Shopify in Q2 2022 and has held it in 17 quarters since.
1,705 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Clean Yield Group's 13F filing for Q2 2026, filed 5 Aug 2026.