CW
SHOP icon

Curio Wealth’s Shopify SHOP Stock Holding History

Curio Wealth’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 		– Sell
-100
Closed -$11.9K – 952
2026
Q1 		$11.9K Sell
100
-60
-38% -$7.88K ﹤0.01% 210
2025
Q4 		$27.1K Buy
+160
New +$25.7K 0.01% 176
2025
Q3 		– Sell
-100
Closed -$11.5K – 359
2025
Q2 		$11.5K Buy
100
+99
+9,900% +$9.9K 0.01% 195
2025
Q1 		$10.6K Buy
+1
New +$109 0.01% 224

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

Curio Wealth's SHOP Position: Q2 2026 in Review

Curio Wealth sold out of Shopify (SHOP) in Q2 2026, closing a stake of 100 shares — an estimated $11.9K sold.

Curio Wealth first reported a position in SHOP in Q1 2025 and held it in 4 quarters. The position peaked at $27.1K in Q4 2025. 1,719 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Curio Wealth reported no remaining Shopify position as of Q2 2026 after selling out during the quarter.
  • Curio Wealth sold 100 Shopify shares in Q2 2026, an estimated $11.9K.
  • Curio Wealth first reported a position in Shopify in Q1 2025 and held it in 4 quarters.
  • Curio Wealth's Shopify position peaked at $27.1K in Q4 2025.
  • 1,719 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.