EWM
SHOP icon

Evolution Wealth Management’s Shopify SHOP Stock Holding History

Evolution 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 		$169K Buy
1,479
+1,248
+540% +$142K 0.1% 141
2026
Q1 		$27.4K Buy
231
+155
+204% +$20.4K 0.02% 375
2025
Q4 		$12.2K Buy
+76
New +$12.2K 0.01% 418
2025
Q3 		– Sell
-100
Closed -$11.5K – 674
2025
Q2 		$11.5K Buy
+100
New +$10K 0.01% 337

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

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

Evolution Wealth Management increased its Shopify (SHOP) stake by 540% in Q2 2026, buying an estimated $142K and bringing the position to 1,479 shares worth $169K. The position accounts for 0.1% of the portfolio, ranked #141.

Evolution Wealth Management first reported a position in SHOP in Q2 2025 and has held it in 4 quarters since. 1,711 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Evolution Wealth Management held 1,479 shares of Shopify worth $169K as of Q2 2026.
  • Evolution Wealth Management bought 1,248 Shopify shares in Q2 2026, an estimated $142K.
  • Shopify made up 0.1% of Evolution Wealth Management's portfolio in Q2 2026, its #141 holding.
  • Evolution Wealth Management first reported a position in Shopify in Q2 2025 and has held it in 4 quarters since.
  • 1,711 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.