EWS
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Evergreen Wealth Solutions’s Shopify SHOP Stock Holding History

Evergreen Wealth 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 		$619K Buy
3,903
+370
+10% +$42.2K 0.03% 281
2026
Q1 		$419K Buy
+3,533
New +$464K 0.03% 277

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

Evergreen Wealth Solutions's SHOP Position: Q2 2026 in Review

Evergreen Wealth Solutions increased its Shopify (SHOP) stake by 10% in Q2 2026, buying an estimated $42.2K and bringing the position to 3,903 shares worth $619K. The position accounts for 0.03% of the portfolio, ranked #281.

Evergreen Wealth Solutions first reported a position in SHOP in Q1 2026 and has held it in 2 quarters since. 1,706 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Evergreen Wealth Solutions held 3,903 shares of Shopify worth $619K as of Q2 2026.
  • Evergreen Wealth Solutions bought 370 Shopify shares in Q2 2026, an estimated $42.2K.
  • Shopify made up 0.03% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #281 holding.
  • Evergreen Wealth Solutions first reported a position in Shopify in Q1 2026 and has held it in 2 quarters since.
  • 1,706 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

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