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Dogwood Wealth Management’s Shopify SHOP Stock Holding History

Dogwood 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 		$11.4K Sell
100
-70
-41% -$7.99K ﹤0.01% 354
2026
Q1 		$20.2K Buy
170
+63
+59% +$8.28K 0.01% 244
2025
Q4 		$17.2K Buy
107
+7
+7% +$1.12K 0.01% 218
2025
Q3 		$14.9K Hold
100
– – 0.01% 224
2025
Q2 		$11.2K Hold
100
– – 0.01% 248
2025
Q1 		$9.55K Buy
100
+5
+5% +$545 0.01% 196
2024
Q4 		$10.1K Buy
+95
New +$9.24K 0.01% 185

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

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

Dogwood Wealth Management reduced its Shopify (SHOP) stake by 41% in Q2 2026, selling an estimated $7.99K and leaving 100 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #354.

Dogwood Wealth Management first reported a position in SHOP in Q4 2024 and has held it in 7 quarters since. The position peaked at $20.2K in Q1 2026. 1,706 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Dogwood Wealth Management held 100 shares of Shopify worth $11.4K as of Q2 2026.
  • Dogwood Wealth Management sold 70 Shopify shares in Q2 2026, an estimated $7.99K.
  • Shopify made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #354 holding.
  • Dogwood Wealth Management first reported a position in Shopify in Q4 2024 and has held it in 7 quarters since.
  • Dogwood Wealth Management's Shopify position peaked at $20.2K in Q1 2026.
  • 1,706 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.