Evercore Wealth Management’s Shopify SHOP Stock Holding History

Evercore Wealth 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	$204K	Hold	1,790	–	–	﹤0.01%	400
2026 Q1	$212K	Sell	1,790 -2,000	-53%	-$263K	﹤0.01%	384
2025 Q4	$610K	Hold	3,790	–	–	0.01%	259
2025 Q3	$563K	Hold	3,790	–	–	0.01%	275
2025 Q2	$437K	Sell	3,790 -350	-8%	-$35K	0.01%	298
2025 Q1	$395K	Sell	4,140 -5	-0.1%	-$545	0.01%	305
2024 Q4	$441K	Buy	4,145 +5	+0.1%	+$486	0.01%	295
2024 Q3	$332K	Hold	4,140	–	–	0.01%	327
2024 Q2	$273K	Sell	4,140 -2,250	-35%	-$149K	﹤0.01%	351
2024 Q1	$493K	Sell	6,390 -2,875	-31%	-$227K	0.01%	285
2023 Q4	$722K	Buy	9,265 +5,111	+123%	+$326K	0.01%	246
2023 Q3	$227K	Buy	4,154 +14	+0.3%	+$848	﹤0.01%	366
2023 Q2	$267K	Sell	4,140 -511	-11%	-$28.9K	﹤0.01%	359
2023 Q1	$223K	Buy	+4,651	New	+$205K	﹤0.01%	370
2022 Q2	–	Sell	-4,140	Closed	-$280K	–	424
2022 Q1	$280K	Hold	4,140	–	–	0.01%	364
2021 Q4	$570K	Hold	4,140	–	–	0.01%	270
2021 Q3	$561K	Hold	4,140	–	–	0.01%	274
2021 Q2	$605K	Hold	4,140	–	–	0.01%	272
2021 Q1	$458K	Buy	4,140 +2,000	+93%	+$242K	0.01%	305
2020 Q4	$242K	Hold	2,140	–	–	0.01%	392
2020 Q3	$219K	Hold	2,140	–	–	0.01%	352
2020 Q2	$203K	Buy	+2,140	New	+$149K	0.01%	363
2018 Q1	–	Sell	-1,360	Closed	-$14K	–	717
2017 Q4	$14K	Hold	1,360	–	–	﹤0.01%	775
2017 Q3	$16K	Hold	1,360	–	–	﹤0.01%	743
2017 Q2	$12K	Hold	1,360	–	–	﹤0.01%	798
2017 Q1	$9K	Buy	1,360 +900	+196%	+$5.18K	﹤0.01%	839
2016 Q4	$2K	Hold	460	–	–	﹤0.01%	954
2016 Q3	$2K	Buy	+460	New	+$1.76K	﹤0.01%	994

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

Evercore Wealth Management's SHOP Position: Q2 2026 in Review

Evercore Wealth Management held its Shopify (SHOP) position steady in Q2 2026 at 1,790 shares worth $204K. The position accounts for ﹤0.01% of the portfolio, ranked #400.

Evercore Wealth Management first reported a position in SHOP in Q3 2016 and has held it in 28 quarters since. The position peaked at $722K in Q4 2023. 1,705 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

Evercore Wealth Management held 1,790 shares of Shopify worth $204K as of Q2 2026.
Evercore Wealth Management left its Shopify share count unchanged in Q2 2026.
Shopify made up ﹤0.01% of Evercore Wealth Management's portfolio in Q2 2026, its #400 holding.
Evercore Wealth Management first reported a position in Shopify in Q3 2016 and has held it in 28 quarters since.
Evercore Wealth Management's Shopify position peaked at $722K in Q4 2023.
1,705 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.