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Cornerstone Planning’s Shopify SHOP Stock Holding History

Cornerstone Planning’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 		$452K Hold
3,958
– – 0.1% 113
2026
Q1 		$469K Hold
3,958
– – 0.11% 114
2025
Q4 		$637K Buy
+3,958
New +$635K 0.15% 100

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's SHOP Position: Q2 2026 in Review

Cornerstone Planning held its Shopify (SHOP) position steady in Q2 2026 at 3,958 shares worth $452K. The position accounts for 0.1% of the portfolio, ranked #113.

Cornerstone Planning first reported a position in SHOP in Q4 2025 and has held it in 3 quarters since. The position peaked at $637K in Q4 2025. 1,700 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Cornerstone Planning held 3,958 shares of Shopify worth $452K as of Q2 2026.
  • Cornerstone Planning left its Shopify share count unchanged in Q2 2026.
  • Shopify made up 0.1% of Cornerstone Planning's portfolio in Q2 2026, its #113 holding.
  • Cornerstone Planning first reported a position in Shopify in Q4 2025 and has held it in 3 quarters since.
  • Cornerstone Planning's Shopify position peaked at $637K in Q4 2025.
  • 1,700 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Cornerstone Planning's 13F filing for Q2 2026, filed 30 Jul 2026.