Diversify Wealth Management’s Shopify SHOP Stock Holding History

Diversify Wealth Management’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	$6.57M	Buy	51,757 +987	+2%	+$113K	0.11%	189
2026 Q1	$6.16M	Buy	50,770 +14,905	+42%	+$1.96M	0.11%	185
2025 Q4	$6.01M	Sell	35,865 -7,155	-17%	-$1.15M	0.28%	96
2025 Q3	$7.44M	Sell	43,020 -2,948	-6%	-$400K	0.43%	53
2025 Q2	$6.86M	Buy	45,968 +653	+1%	+$65.3K	0.42%	51
2025 Q1	$4.48M	Sell	45,315 -19,637	-30%	-$2.14M	0.33%	78
2024 Q4	$6.74M	Buy	64,952 +1,524	+2%	+$148K	0.53%	43
2024 Q3	$5.05M	Buy	63,428 +5,599	+10%	+$387K	0.49%	47
2024 Q2	$3.02M	Buy	+57,829	New	+$3.84M	0.38%	65

Other funds holding SHOP

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Diversify Wealth Management's SHOP Position: Q2 2026 in Review

Diversify Wealth Management increased its Shopify (SHOP) stake by 1.9% in Q2 2026, buying an estimated $113K and bringing the position to 51,757 shares worth $6.57M. The position accounts for 0.11% of the portfolio, ranked #189.

Diversify Wealth Management first reported a position in SHOP in Q2 2024 and has held it in 9 quarters since. The position peaked at $7.44M in Q3 2025. 1,705 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

Diversify Wealth Management held 51,757 shares of Shopify worth $6.57M as of Q2 2026.
Diversify Wealth Management bought 987 Shopify shares in Q2 2026, an estimated $113K.
Shopify made up 0.11% of Diversify Wealth Management's portfolio in Q2 2026, its #189 holding.
Diversify Wealth Management first reported a position in Shopify in Q2 2024 and has held it in 9 quarters since.
Diversify Wealth Management's Shopify position peaked at $7.44M in Q3 2025.
1,705 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.