CFO
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CVA Family Office’s Shopify SHOP Stock Holding History

CVA Family Office’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 		$130K Sell
1,135
-155
-12% -$17.7K 0.01% 423
2026
Q1 		$153K Buy
1,290
+28
+2% +$3.68K 0.02% 368
2025
Q4 		$203K Sell
1,262
-6
-0.5% -$963 0.02% 291
2025
Q3 		$188K Sell
1,268
-330
-21% -$44.7K 0.02% 300
2025
Q2 		$184K Sell
1,598
-23
-1% -$2.3K 0.03% 310
2025
Q1 		$155K Buy
1,621
+317
+24% +$34.5K 0.02% 313
2024
Q4 		$139K Sell
1,304
-50
-4% -$4.86K 0.02% 331
2024
Q3 		$109K Buy
1,354
+143
+12% +$9.88K 0.02% 355
2024
Q2 		$80K Buy
1,211
+108
+10% +$7.16K 0.01% 394
2024
Q1 		$85.1K Hold
1,103
– – 0.02% 390
2023
Q4 		$85.9K Buy
+1,103
New +$70.4K 0.02% 357
2023
Q3 		– Sell
-1,092
Closed -$70.5K – 820
2023
Q2 		$70.5K Buy
1,092
+202
+23% +$11.4K 0.01% 369
2023
Q1 		$42.7K Hold
890
– – 0.01% 471
2022
Q4 		$30.9K Hold
890
– – 0.01% 489
2022
Q3 		$24K Hold
890
– – 0.01% 495
2022
Q2 		$28K Buy
890
+390
+78% +$16.7K 0.01% 475
2022
Q1 		$34K Sell
500
-320
-39% -$26.3K 0.01% 471
2021
Q4 		$113K Buy
820
+320
+64% +$46.8K 0.03% 232
2021
Q3 		$51K Sell
500
-320
-39% -$47.9K 0.04% 178
2021
Q2 		$120K Buy
820
+230
+39% +$28.3K 0.03% 217
2021
Q1 		$65K Buy
590
+90
+18% +$10.9K 0.02% 241
2020
Q4 		$57K Hold
500
– – 0.04% 175
2020
Q3 		$51K Hold
500
– – 0.04% 178
2020
Q2 		$47K Hold
500
– – 0.04% 166
2020
Q1 		$21K Buy
+500
New +$22.5K 0.02% 194

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

CVA Family Office's SHOP Position: Q2 2026 in Review

CVA Family Office reduced its Shopify (SHOP) stake by 12% in Q2 2026, selling an estimated $17.7K and leaving 1,135 shares worth $130K. The position accounts for 0.01% of the portfolio, ranked #423.

CVA Family Office first reported a position in SHOP in Q1 2020 and has held it in 25 quarters since. The position peaked at $203K in Q4 2025. 1,718 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • CVA Family Office held 1,135 shares of Shopify worth $130K as of Q2 2026.
  • CVA Family Office sold 155 Shopify shares in Q2 2026, an estimated $17.7K.
  • Shopify made up 0.01% of CVA Family Office's portfolio in Q2 2026, its #423 holding.
  • CVA Family Office first reported a position in Shopify in Q1 2020 and has held it in 25 quarters since.
  • CVA Family Office's Shopify position peaked at $203K in Q4 2025.
  • 1,718 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.