EWA
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EverSource Wealth Advisors’s Shopify SHOP Stock Holding History

EverSource 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 		$532K Sell
4,659
-1,875
-29% -$214K 0.02% 543
2026
Q1 		$775K Buy
6,534
+917
+16% +$120K 0.02% 454
2025
Q4 		$904K Buy
5,617
+1,072
+24% +$172K 0.03% 368
2025
Q3 		$675K Buy
4,545
+385
+9% +$52.2K 0.03% 407
2025
Q2 		$480K Buy
4,160
+1,350
+48% +$135K 0.02% 469
2025
Q1 		$268K Buy
2,810
+639
+29% +$69.6K 0.01% 563
2024
Q4 		$231K Sell
2,171
-906
-29% -$88.1K 0.01% 605
2024
Q3 		$247K Buy
3,077
+57
+2% +$3.94K 0.02% 495
2024
Q2 		$185K Buy
3,020
+581
+24% +$38.5K 0.01% 586
2024
Q1 		$171K Buy
2,439
+1,032
+73% +$81.5K 0.01% 541
2023
Q4 		$110K Sell
1,407
-1,874
-57% -$120K 0.01% 605
2023
Q3 		$179K Sell
3,281
-227
-6% -$13.8K 0.02% 420
2023
Q2 		$227K Sell
3,508
-37
-1% -$2.09K 0.03% 376
2023
Q1 		$170K Buy
3,545
+34
+1% +$1.5K 0.02% 399
2022
Q4 		$122K Buy
3,511
+574
+20% +$19.6K 0.02% 455
2022
Q3 		$79K Sell
2,937
-83
-3% -$2.82K 0.02% 505
2022
Q2 		$94K Buy
3,020
+2,550
+543% +$109K 0.02% 390
2022
Q1 		$32K Sell
470
-100
-18% -$8.21K 0.01% 558
2021
Q4 		$79K Buy
+570
New +$83.3K 0.02% 345

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

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

EverSource Wealth Advisors reduced its Shopify (SHOP) stake by 29% in Q2 2026, selling an estimated $214K and leaving 4,659 shares worth $532K. The position accounts for 0.02% of the portfolio, ranked #543.

EverSource Wealth Advisors first reported a position in SHOP in Q4 2021 and has held it in 19 quarters since. The position peaked at $904K in Q4 2025. 1,705 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • EverSource Wealth Advisors held 4,659 shares of Shopify worth $532K as of Q2 2026.
  • EverSource Wealth Advisors sold 1,875 Shopify shares in Q2 2026, an estimated $214K.
  • Shopify made up 0.02% of EverSource Wealth Advisors's portfolio in Q2 2026, its #543 holding.
  • EverSource Wealth Advisors first reported a position in Shopify in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Shopify position peaked at $904K in Q4 2025.
  • 1,705 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.