CI
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Corient IA’s Shopify SHOP Stock Holding History

Corient IA’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 		$493K Sell
4,320
-2,220
-34% -$253K 0.45% 64
2026
Q1 		$776K Sell
6,540
-780
-11% -$102K 0.73% 24
2025
Q4 		$1.18M Sell
7,320
-1,680
-19% -$270K 1.11% 14
2025
Q3 		$1.34M Hold
9,000
– – 1% 13
2025
Q2 		$1.04M Hold
9,000
– – 0.61% 29
2025
Q1 		$859K Buy
+9,000
New +$981K 0.61% 28

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

Corient IA's SHOP Position: Q2 2026 in Review

Corient IA reduced its Shopify (SHOP) stake by 34% in Q2 2026, selling an estimated $253K and leaving 4,320 shares worth $493K. The position accounts for 0.45% of the portfolio, ranked #64.

Corient IA first reported a position in SHOP in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.34M in Q3 2025. 1,711 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Corient IA held 4,320 shares of Shopify worth $493K as of Q2 2026.
  • Corient IA sold 2,220 Shopify shares in Q2 2026, an estimated $253K.
  • Shopify made up 0.45% of Corient IA's portfolio in Q2 2026, its #64 holding.
  • Corient IA first reported a position in Shopify in Q1 2025 and has held it in 6 quarters since.
  • Corient IA's Shopify position peaked at $1.34M in Q3 2025.
  • 1,711 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Corient IA's 13F filing for Q2 2026, filed 12 Aug 2026.