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Cornerstone Wealth Group’s Shopify SHOP Stock Holding History

Cornerstone Wealth 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 		$209K Sell
1,831
-96
-5% -$11K 0.01% 480
2026
Q1 		$253K Buy
1,927
+74
+4% +$9.72K 0.02% 369
2025
Q4 		$298K Sell
1,853
-315
-15% -$50.6K 0.02% 282
2025
Q3 		$322K Sell
2,168
-1,348
-38% -$183K 0.02% 256
2025
Q2 		$406K Sell
3,516
-565
-14% -$56.5K 0.03% 207
2025
Q1 		$390K Sell
4,081
-39
-0.9% -$4.25K 0.03% 191
2024
Q4 		$438K Buy
4,120
+22
+0.5% +$2.14K 0.04% 175
2024
Q3 		$328K Buy
4,098
+336
+9% +$23.2K 0.03% 200
2024
Q2 		$248K Sell
3,762
-50
-1% -$3.32K 0.02% 216
2024
Q1 		$294K Sell
3,812
-250
-6% -$19.8K 0.03% 194
2023
Q4 		$316K Hold
4,062
– – 0.05% 119
2023
Q3 		$222K Hold
4,062
– – 0.04% 139
2023
Q2 		$262K Buy
+4,062
New +$230K 0.05% 128
2022
Q2 		– Sell
-5,520
Closed -$373K – 152
2022
Q1 		$373K Buy
5,520
+70
+1% +$5.75K 0.07% 122
2021
Q4 		$751K Buy
5,450
+70
+1% +$10.2K 0.13% 105
2021
Q3 		$729K Hold
5,380
– – 0.13% 106
2021
Q2 		$792K Hold
5,380
– – 0.16% 96
2021
Q1 		$614K Buy
5,380
+60
+1% +$7.25K 0.12% 111
2020
Q4 		$602K Hold
5,320
– – 0.15% 109
2020
Q3 		$544K Hold
5,320
– – 0.15% 91
2020
Q2 		$505K Buy
5,320
+280
+6% +$19.4K 0.13% 89
2020
Q1 		$210K Hold
5,040
– – 0.07% 100
2019
Q4 		$200K Buy
+5,040
New +$170K 0.05% 132

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 Wealth Group's SHOP Position: Q2 2026 in Review

Cornerstone Wealth Group reduced its Shopify (SHOP) stake by 5% in Q2 2026, selling an estimated $11K and leaving 1,831 shares worth $209K. The position accounts for 0.01% of the portfolio, ranked #480.

Cornerstone Wealth Group first reported a position in SHOP in Q4 2019 and has held it in 23 quarters since. The position peaked at $792K in Q2 2021. 1,711 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Cornerstone Wealth Group held 1,831 shares of Shopify worth $209K as of Q2 2026.
  • Cornerstone Wealth Group sold 96 Shopify shares in Q2 2026, an estimated $11K.
  • Shopify made up 0.01% of Cornerstone Wealth Group's portfolio in Q2 2026, its #480 holding.
  • Cornerstone Wealth Group first reported a position in Shopify in Q4 2019 and has held it in 23 quarters since.
  • Cornerstone Wealth Group's Shopify position peaked at $792K in Q2 2021.
  • 1,711 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

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