Envestnet Portfolio Solutions’s Shopify SHOP Stock Holding History

Envestnet Portfolio Solutions’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	$3.41M	Buy	29,858 +812	+3%	+$92.7K	0.02%	399
2026 Q1	$3.45M	Sell	29,046 -13,310	-31%	-$1.75M	0.02%	350
2025 Q4	$6.82M	Buy	42,356 +4,557	+12%	+$732K	0.02%	312
2025 Q3	$5.62M	Sell	37,799 -4,395	-10%	-$596K	0.02%	330
2025 Q2	$4.87M	Buy	42,194 +207	+0.5%	+$20.7K	0.02%	368
2025 Q1	$4.01M	Sell	41,987 -5,369	-11%	-$585K	0.02%	418
2024 Q4	$5.04M	Buy	47,356 +11,232	+31%	+$1.09M	0.02%	392
2024 Q3	$2.89M	Buy	36,124 +3,931	+12%	+$271K	0.01%	549
2024 Q2	$2.13M	Buy	32,193 +5,934	+23%	+$394K	0.01%	617
2024 Q1	$2.03M	Buy	26,259 +405	+2%	+$32K	0.01%	634
2023 Q4	$2.01M	Sell	25,854 -1,489	-5%	-$95.1K	0.01%	593
2023 Q3	$1.49M	Buy	+27,343	New	+$1.66M	0.01%	634

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

Envestnet Portfolio Solutions's SHOP Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Shopify (SHOP) stake by 2.8% in Q2 2026, buying an estimated $92.7K and bringing the position to 29,858 shares worth $3.41M. The position accounts for 0.02% of the portfolio, ranked #399.

Envestnet Portfolio Solutions first reported a position in SHOP in Q3 2023 and has held it in 12 quarters since. The position peaked at $6.82M in Q4 2025. 1,705 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

Envestnet Portfolio Solutions held 29,858 shares of Shopify worth $3.41M as of Q2 2026.
Envestnet Portfolio Solutions bought 812 Shopify shares in Q2 2026, an estimated $92.7K.
Shopify made up 0.02% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #399 holding.
Envestnet Portfolio Solutions first reported a position in Shopify in Q3 2023 and has held it in 12 quarters since.
Envestnet Portfolio Solutions's Shopify position peaked at $6.82M in Q4 2025.
1,705 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.