EPW
SHOP icon

Evolve Private Wealth’s Shopify SHOP Stock Holding History

Evolve Private Wealth’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 		$263K Sell
2,302
-1,989
-46% -$227K 0.02% 793
2026
Q1 		$509K Buy
4,291
+1,838
+75% +$242K 0.03% 573
2025
Q4 		$395K Buy
+2,453
New +$394K 0.02% 623

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

Evolve Private Wealth's SHOP Position: Q2 2026 in Review

Evolve Private Wealth reduced its Shopify (SHOP) stake by 46% in Q2 2026, selling an estimated $227K and leaving 2,302 shares worth $263K. The position accounts for 0.02% of the portfolio, ranked #793.

Evolve Private Wealth first reported a position in SHOP in Q4 2025 and has held it in 3 quarters since. The position peaked at $509K in Q1 2026. 1,718 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Evolve Private Wealth held 2,302 shares of Shopify worth $263K as of Q2 2026.
  • Evolve Private Wealth sold 1,989 Shopify shares in Q2 2026, an estimated $227K.
  • Shopify made up 0.02% of Evolve Private Wealth's portfolio in Q2 2026, its #793 holding.
  • Evolve Private Wealth first reported a position in Shopify in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's Shopify position peaked at $509K in Q1 2026.
  • 1,718 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.