EWA
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EP Wealth Advisors’s Shopify SHOP Stock Holding History

EP Wealth 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 		$2.57M Buy
22,489
+1,241
+6% +$142K 0.01% 523
2026
Q1 		$2.52M Buy
21,248
+8,532
+67% +$1.12M 0.01% 429
2025
Q4 		$2.05M Buy
+12,716
New +$2.04M 0.01% 439
2025
Q2 		$1.98M Buy
17,173
+6,596
+62% +$660K 0.01% 419
2025
Q1 		$1.01M Sell
10,577
-452
-4% -$49.3K 0.01% 496
2024
Q4 		$1.17M Sell
11,029
-1,467
-12% -$143K 0.01% 454
2024
Q3 		$1M Buy
12,496
+2,602
+26% +$180K 0.01% 496
2024
Q2 		$654K Sell
9,894
-1,907
-16% -$126K 0.01% 480
2024
Q1 		$911K Buy
11,801
+160
+1% +$12.6K 0.01% 393
2023
Q4 		$907K Sell
11,641
-40
-0.3% -$2.55K 0.01% 383
2023
Q3 		$637K Sell
11,681
-440,800
-97% -$26.7M 0.01% 415
2023
Q2 		$802K Buy
452,481
+442,513
+4,439% +$25M 0.01% 367
2023
Q1 		$574K Buy
9,968
+2,293
+30% +$101K 0.01% 389
2022
Q4 		$266K Buy
+7,675
New +$262K ﹤0.01% 491
2022
Q3 		– Sell
-9,645
Closed -$301K – 584
2022
Q2 		$301K Buy
9,645
+6,595
+216% +$282K 0.01% 480
2022
Q1 		$206K Sell
3,050
-2,790
-48% -$229K ﹤0.01% 570
2021
Q4 		$804K Buy
5,840
+820
+16% +$120K 0.02% 280
2021
Q3 		$681K Buy
5,020
+1,410
+39% +$211K 0.02% 285
2021
Q2 		$527K Buy
3,610
+200
+6% +$24.6K 0.01% 327
2021
Q1 		$377K Buy
3,410
+980
+40% +$118K 0.01% 367
2020
Q4 		$275K Sell
2,430
-610
-20% -$64K 0.01% 357
2020
Q3 		$311K Buy
3,040
+40
+1% +$3.98K 0.01% 288
2020
Q2 		$285K Buy
+3,000
New +$208K 0.01% 314

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

EP Wealth Advisors's SHOP Position: Q2 2026 in Review

EP Wealth Advisors increased its Shopify (SHOP) stake by 5.8% in Q2 2026, buying an estimated $142K and bringing the position to 22,489 shares worth $2.57M. The position accounts for 0.01% of the portfolio, ranked #523.

EP Wealth Advisors first reported a position in SHOP in Q2 2020 and has held it in 23 quarters since. 1,705 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • EP Wealth Advisors held 22,489 shares of Shopify worth $2.57M as of Q2 2026.
  • EP Wealth Advisors bought 1,241 Shopify shares in Q2 2026, an estimated $142K.
  • Shopify made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #523 holding.
  • EP Wealth Advisors first reported a position in Shopify in Q2 2020 and has held it in 23 quarters since.
  • 1,705 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.