Douglass Winthrop Advisors’s Shopify SHOP Stock Holding History

Douglass Winthrop Advisors’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	$2.09M	Sell	18,295 -417	-2%	-$47.6K	0.04%	120
2026 Q1	$2.22M	Hold	18,712	–	–	0.04%	110
2025 Q4	$3.01M	Buy	18,712 +342	+2%	+$54.9K	0.05%	98
2025 Q3	$2.73M	Sell	18,370 -485	-3%	-$65.8K	0.05%	98
2025 Q2	$2.17M	Hold	18,855	–	–	0.04%	107
2025 Q1	$1.8M	Sell	18,855 -200	-1%	-$21.8K	0.03%	110
2024 Q4	$2.03M	Sell	19,055 -597	-3%	-$58.1K	0.04%	107
2024 Q3	$1.57M	Buy	19,652 +597	+3%	+$41.2K	0.03%	115
2024 Q2	$1.26M	Buy	19,055 +1,050	+6%	+$69.6K	0.03%	119
2024 Q1	$1.39M	Buy	18,005 +5,970	+50%	+$472K	0.03%	118
2023 Q4	$938K	Buy	+12,035	New	+$769K	0.02%	127
2022 Q1	–	Sell	-3,270	Closed	-$450K	–	282
2021 Q4	$450K	Hold	3,270	–	–	0.01%	206
2021 Q3	$443K	Hold	3,270	–	–	0.01%	202
2021 Q2	$478K	Buy	3,270 +30	+0.9%	+$3.7K	0.01%	202
2021 Q1	$359K	Buy	3,240 +120	+4%	+$14.5K	0.01%	219
2020 Q4	$353K	Buy	+3,120	New	+$328K	0.01%	215

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

Douglass Winthrop Advisors's SHOP Position: Q2 2026 in Review

Douglass Winthrop Advisors reduced its Shopify (SHOP) stake by 2.2% in Q2 2026, selling an estimated $47.6K and leaving 18,295 shares worth $2.09M. The position accounts for 0.04% of the portfolio, ranked #120.

Douglass Winthrop Advisors first reported a position in SHOP in Q4 2020 and has held it in 16 quarters since. The position peaked at $3.01M in Q4 2025. 1,711 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

Douglass Winthrop Advisors held 18,295 shares of Shopify worth $2.09M as of Q2 2026.
Douglass Winthrop Advisors sold 417 Shopify shares in Q2 2026, an estimated $47.6K.
Shopify made up 0.04% of Douglass Winthrop Advisors's portfolio in Q2 2026, its #120 holding.
Douglass Winthrop Advisors first reported a position in Shopify in Q4 2020 and has held it in 16 quarters since.
Douglass Winthrop Advisors's Shopify position peaked at $3.01M in Q4 2025.
1,711 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Douglass Winthrop Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.