Exit Wealth Advisors’s Shopify SHOP Stock Holding History

Exit 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	$1.77M	Buy	15,497 +13,697	+761%	+$1.56M	0.81%	31
2026 Q1	$214K	Buy	1,800 +56	+3%	+$7.36K	0.11%	121
2025 Q4	$281K	Sell	1,744 -18,958	-92%	-$3.04M	0.17%	106
2025 Q3	$3.08M	Buy	+20,702	New	+$2.81M	2.05%	14

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

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

Exit Wealth Advisors increased its Shopify (SHOP) stake by 761% in Q2 2026, buying an estimated $1.56M and bringing the position to 15,497 shares worth $1.77M. The position accounts for 0.81% of the portfolio, ranked #31.

Exit Wealth Advisors first reported a position in SHOP in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.08M in Q3 2025. 1,705 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

Exit Wealth Advisors held 15,497 shares of Shopify worth $1.77M as of Q2 2026.
Exit Wealth Advisors bought 13,697 Shopify shares in Q2 2026, an estimated $1.56M.
Shopify made up 0.81% of Exit Wealth Advisors's portfolio in Q2 2026, its #31 holding.
Exit Wealth Advisors first reported a position in Shopify in Q3 2025 and has held it in 4 quarters since.
Exit Wealth Advisors's Shopify position peaked at $3.08M in Q3 2025.
1,705 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Exit Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.