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E-Wealth Partners’s Shopify SHOP Stock Holding History

E-Wealth Partners’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 		$223K Sell
1,954
-3
-0.2% -$342 0.16% 57
2026
Q1 		$232K Hold
1,957
– – 0.19% 56
2025
Q4 		$315K Buy
+1,957
New +$314K 0.26% 49

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

E-Wealth Partners's SHOP Position: Q2 2026 in Review

E-Wealth Partners reduced its Shopify (SHOP) stake by 0.15% in Q2 2026, selling an estimated $342 and leaving 1,954 shares worth $223K. The position accounts for 0.16% of the portfolio, ranked #57.

E-Wealth Partners first reported a position in SHOP in Q4 2025 and has held it in 3 quarters since. The position peaked at $315K in Q4 2025. 1,706 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • E-Wealth Partners held 1,954 shares of Shopify worth $223K as of Q2 2026.
  • E-Wealth Partners sold 3 Shopify shares in Q2 2026, an estimated $342.
  • Shopify made up 0.16% of E-Wealth Partners's portfolio in Q2 2026, its #57 holding.
  • E-Wealth Partners first reported a position in Shopify in Q4 2025 and has held it in 3 quarters since.
  • E-Wealth Partners's Shopify position peaked at $315K in Q4 2025.
  • 1,706 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on E-Wealth Partners's 13F filing for Q2 2026, filed 17 Aug 2026.