EWP
SHOP icon

Equity Wealth Partners’s Shopify SHOP Stock Holding History

Equity 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 		$755K Buy
6,615
+256
+4% +$29.2K 0.27% 58
2026
Q1 		$754K Buy
6,359
+175
+3% +$23K 0.49% 42
2025
Q4 		$995K Buy
6,184
+44
+0.7% +$7.07K 0.65% 36
2025
Q3 		$912K Buy
+6,140
New +$832K 0.74% 39

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

Equity Wealth Partners's SHOP Position: Q2 2026 in Review

Equity Wealth Partners increased its Shopify (SHOP) stake by 4% in Q2 2026, buying an estimated $29.2K and bringing the position to 6,615 shares worth $755K. The position accounts for 0.27% of the portfolio, ranked #58.

Equity Wealth Partners first reported a position in SHOP in Q3 2025 and has held it in 4 quarters since. The position peaked at $995K in Q4 2025. 1,707 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Equity Wealth Partners held 6,615 shares of Shopify worth $755K as of Q2 2026.
  • Equity Wealth Partners bought 256 Shopify shares in Q2 2026, an estimated $29.2K.
  • Shopify made up 0.27% of Equity Wealth Partners's portfolio in Q2 2026, its #58 holding.
  • Equity Wealth Partners first reported a position in Shopify in Q3 2025 and has held it in 4 quarters since.
  • Equity Wealth Partners's Shopify position peaked at $995K in Q4 2025.
  • 1,707 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Equity Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.