Dynasty Wealth Management’s Shopify SHOP Stock Holding History

Dynasty 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	$763K	Sell	6,679 -7,098	-52%	-$810K	0.01%	215
2026 Q1	$1.63M	Sell	13,777 -2,347	-15%	-$308K	0.01%	140
2025 Q4	$2.6M	Buy	16,124 +643	+4%	+$103K	0.03%	116
2025 Q3	$2.3M	Buy	+15,481	New	+$2.1M	0.03%	107
2025 Q2	–	Sell	-30,797	Closed	-$2.94M	–	251
2025 Q1	$2.94M	Sell	30,797 -204	-0.7%	-$22.2K	0.05%	75
2024 Q4	$3.3M	Buy	31,001 +563	+2%	+$54.8K	0.06%	76
2024 Q3	$2.44M	Buy	30,438 +8,343	+38%	+$576K	0.07%	63
2024 Q2	$1.46M	Buy	+22,095	New	+$1.47M	0.04%	100

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

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

Dynasty Wealth Management reduced its Shopify (SHOP) stake by 52% in Q2 2026, selling an estimated $810K and leaving 6,679 shares worth $763K. The position accounts for 0.01% of the portfolio, ranked #215.

Dynasty Wealth Management first reported a position in SHOP in Q2 2024 and has held it in 8 quarters since. The position peaked at $3.3M in Q4 2024. 1,705 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

Dynasty Wealth Management held 6,679 shares of Shopify worth $763K as of Q2 2026.
Dynasty Wealth Management sold 7,098 Shopify shares in Q2 2026, an estimated $810K.
Shopify made up 0.01% of Dynasty Wealth Management's portfolio in Q2 2026, its #215 holding.
Dynasty Wealth Management first reported a position in Shopify in Q2 2024 and has held it in 8 quarters since.
Dynasty Wealth Management's Shopify position peaked at $3.3M in Q4 2024.
1,705 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.