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Ebert Capital Management’s Shopify SHOP Stock Holding History

Ebert Capital 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 		– Sell
-3,679
Closed -$436K – 29
2026
Q1 		$436K Sell
3,679
-71
-2% -$9.33K 0.45% 25
2025
Q4 		$492K Buy
+3,750
New +$602K 0.48% 23

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

Ebert Capital Management's SHOP Position: Q2 2026 in Review

Ebert Capital Management sold out of Shopify (SHOP) in Q2 2026, closing a stake of 3,679 shares — an estimated $436K sold.

Ebert Capital Management first reported a position in SHOP in Q4 2025 and held it in 2 quarters. The position peaked at $492K in Q4 2025. 1,707 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Ebert Capital Management reported no remaining Shopify position as of Q2 2026 after selling out during the quarter.
  • Ebert Capital Management sold 3,679 Shopify shares in Q2 2026, an estimated $436K.
  • Ebert Capital Management first reported a position in Shopify in Q4 2025 and held it in 2 quarters.
  • Ebert Capital Management's Shopify position peaked at $492K in Q4 2025.
  • 1,707 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Ebert Capital Management's 13F filing for Q2 2026, filed 8 Jul 2026.