Creative Financial Designs’s Shopify SHOP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$457K Sell
4,005
-545
-12% -$62.2K 0.02% 422
2026
Q1
$540K Sell
4,550
-252
-5% -$33.1K 0.03% 326
2025
Q4
$773K Buy
4,802
+60
+1% +$9.63K 0.05% 268
2025
Q3
$705K Sell
4,742
-48
-1% -$6.51K 0.05% 276
2025
Q2
$553K Sell
4,790
-185
-4% -$18.5K 0.04% 311
2025
Q1
$475K Sell
4,975
-520
-9% -$56.7K 0.04% 295
2024
Q4
$584K Buy
5,495
+245
+5% +$23.8K 0.05% 264
2024
Q3
$421K Hold
5,250
0.04% 317
2024
Q2
$347K Sell
5,250
-1,200
-19% -$79.6K 0.03% 327
2024
Q1
$498K Sell
6,450
-3,145
-33% -$248K 0.05% 266
2023
Q4
$747K Sell
9,595
-35
-0.4% -$2.23K 0.08% 191
2023
Q3
$526K Sell
9,630
-190
-2% -$11.5K 0.06% 209
2023
Q2
$634K Hold
9,820
0.07% 182
2023
Q1
$471K Sell
9,820
-140
-1% -$6.16K 0.06% 212
2022
Q4
$346K Hold
9,960
0.05% 249
2022
Q3
$268K Hold
9,960
0.04% 258
2022
Q2
$311K Sell
9,960
-700
-7% -$29.9K 0.05% 243
2022
Q1
$721K Buy
10,660
+1,590
+18% +$131K 0.11% 156
2021
Q4
$1.25M Buy
9,070
+200
+2% +$29.2K 0.19% 111
2021
Q3
$1.2M Buy
8,870
+50
+0.6% +$7.49K 0.2% 103
2021
Q2
$1.29M Hold
8,820
0.22% 91
2021
Q1
$976K Buy
8,820
+80
+0.9% +$9.67K 0.19% 98
2020
Q4
$989K Buy
8,740
+220
+3% +$23.1K 0.21% 86
2020
Q3
$872K Buy
8,520
+50
+0.6% +$4.97K 0.22% 89
2020
Q2
$804K Buy
8,470
+7,470
+747% +$519K 0.24% 76
2020
Q1
$42K Buy
1,000
+250
+33% +$11.3K 0.02% 239
2019
Q4
$31K Sell
750
-250
-25% -$8.46K 0.01% 289
2019
Q3
$31K Buy
1,000
+300
+43% +$10.3K 0.02% 284
2019
Q2
$22K Hold
700
0.01% 313
2019
Q1
$14K Hold
700
0.01% 350
2018
Q4
$10K Hold
700
0.01% 366
2018
Q3
$12K Sell
700
-1,000
-59% -$15.2K 0.01% 414
2018
Q2
$25K Hold
1,700
0.01% 327
2018
Q1
$21K Buy
1,700
+1,450
+580% +$18.8K 0.01% 320
2017
Q4
$3K Sell
250
-21,410
-99% -$219K ﹤0.01% 571
2017
Q3
$252K Buy
21,660
+410
+2% +$4.19K 0.14% 119
2017
Q2
$185K Buy
+21,250
New +$180K 0.12% 140

Other funds holding SHOP

Creative Financial Designs's SHOP Position: Q2 2026 in Review

Creative Financial Designs reduced its Shopify (SHOP) stake by 12% in Q2 2026, selling an estimated $62.2K and leaving 4,005 shares worth $457K. The position accounts for 0.02% of the portfolio, ranked #422.

Creative Financial Designs first reported a position in SHOP in Q2 2017 and has held it in 37 quarters since. The position peaked at $1.29M in Q2 2021. 1,706 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Creative Financial Designs held 4,005 shares of Shopify worth $457K as of Q2 2026.
  • Creative Financial Designs sold 545 Shopify shares in Q2 2026, an estimated $62.2K.
  • Shopify made up 0.02% of Creative Financial Designs's portfolio in Q2 2026, its #422 holding.
  • Creative Financial Designs first reported a position in Shopify in Q2 2017 and has held it in 37 quarters since.
  • Creative Financial Designs's Shopify position peaked at $1.29M in Q2 2021.
  • 1,706 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.