CPG
SHOP icon

Cornerstone Planning Group’s Shopify SHOP Stock Holding History

Cornerstone Planning 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 		$21.6K Sell
182
-144
-44% -$16.4K ﹤0.01% 657
2026
Q1 		$35.1K Buy
326
+36
+12% +$4.73K ﹤0.01% 495
2025
Q4 		$40.3K Buy
290
+40
+16% +$6.42K 0.01% 397
2025
Q3 		$5.88K Buy
250
+128
+105% +$17.4K ﹤0.01% 911
2025
Q2 		$15.5K Buy
122
+27
+28% +$2.7K ﹤0.01% 470
2025
Q1 		$8.64K Buy
95
+7
+8% +$763 ﹤0.01% 613
2024
Q4 		$9.45K Buy
88
+7
+9% +$681 ﹤0.01% 440
2024
Q3 		$6.51K Buy
81
+11
+16% +$760 ﹤0.01% 514
2024
Q2 		$3.66K Buy
70
+38
+119% +$2.52K ﹤0.01% 640
2024
Q1 		$2.38K Hold
32
– – ﹤0.01% 630
2023
Q4 		$2.49K Hold
32
– – ﹤0.01% 598
2023
Q3 		$1.75K Sell
32
-14
-30% -$848 ﹤0.01% 688
2023
Q2 		$2.97K Buy
+46
New +$2.6K ﹤0.01% 1061
2022
Q4 		$1.14K Buy
+30
New +$1.02K ﹤0.01% 1325

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

Cornerstone Planning Group's SHOP Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Shopify (SHOP) stake by 44% in Q2 2026, selling an estimated $16.4K and leaving 182 shares worth $21.6K. The position accounts for ﹤0.01% of the portfolio, ranked #657.

Cornerstone Planning Group first reported a position in SHOP in Q4 2022 and has held it in 14 quarters since. The position peaked at $40.3K in Q4 2025. 1,716 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Cornerstone Planning Group held 182 shares of Shopify worth $21.6K as of Q2 2026.
  • Cornerstone Planning Group sold 144 Shopify shares in Q2 2026, an estimated $16.4K.
  • Shopify made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #657 holding.
  • Cornerstone Planning Group first reported a position in Shopify in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's Shopify position peaked at $40.3K in Q4 2025.
  • 1,716 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.