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Concord Wealth Partners’s Shopify SHOP Stock Holding History

Concord Wealth Partners’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 		$34.3K Buy
+300
New +$34.2K ﹤0.01% 414
2026
Q1 		– Sell
-300
Closed -$48.3K – 678
2025
Q4 		$48.3K Sell
300
-411
-58% -$66K 0.01% 331
2025
Q3 		$106K Buy
711
+411
+137% +$55.7K 0.01% 253
2025
Q2 		$34.6K Hold
300
– – 0.01% 387
2025
Q1 		$28.6K Sell
300
-68
-18% -$7.41K ﹤0.01% 392
2024
Q4 		$39.1K Hold
368
– – 0.01% 370
2024
Q3 		$29.5K Buy
368
+68
+23% +$4.7K ﹤0.01% 413
2024
Q2 		$19.8K Hold
300
– – ﹤0.01% 427
2024
Q1 		$23.2K Sell
300
-129
-30% -$10.2K ﹤0.01% 470
2023
Q4 		$33.4K Sell
429
-200
-32% -$12.8K 0.01% 413
2023
Q3 		$34.3K Buy
629
+29
+5% +$1.76K 0.01% 426
2023
Q2 		$38.8K Hold
600
– – 0.01% 400
2023
Q1 		$28.8K Hold
600
– – 0.01% 429
2022
Q4 		$20.8K Buy
+600
New +$20.5K 0.01% 521
2022
Q3 		– Sell
-540
Closed -$17K – 964
2022
Q2 		$17K Sell
540
-210
-28% -$8.97K ﹤0.01% 579
2022
Q1 		$51K Buy
750
+360
+92% +$29.6K 0.01% 436
2021
Q4 		$54K Buy
390
+180
+86% +$26.3K 0.01% 444
2021
Q3 		$28K Sell
210
-50
-19% -$7.49K 0.01% 318
2021
Q2 		$38K Sell
260
-90
-26% -$11.1K 0.01% 389
2021
Q1 		$39K Buy
350
+150
+75% +$18.1K 0.01% 374
2020
Q4 		$23K Buy
+200
New +$21K 0.02% 295

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

Concord Wealth Partners's SHOP Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Shopify (SHOP) in Q2 2026: 300 shares worth $34.3K. The stake represents ﹤0.01% of the portfolio and ranks #414 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in SHOP as recently as Q4 2025.

Concord Wealth Partners first reported a position in SHOP in Q4 2020 and has held it in 21 quarters since. The position peaked at $106K in Q3 2025. 1,705 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Concord Wealth Partners held 300 shares of Shopify worth $34.3K as of Q2 2026.
  • Shopify was a new Concord Wealth Partners position in Q2 2026.
  • Shopify made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #414 holding.
  • Concord Wealth Partners first reported a position in Shopify in Q4 2020 and has held it in 21 quarters since.
  • Concord Wealth Partners's Shopify position peaked at $106K in Q3 2025.
  • 1,705 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.