FC
SHOP icon

Financial Consulate’s Shopify SHOP Stock Holding History

Financial Consulate’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 		$67.3K Buy
589
+376
+177% +$42.9K 0.01% 294
2026
Q1 		$25.3K Buy
213
+34
+19% +$4.47K ﹤0.01% 440
2025
Q4 		$28.8K Sell
179
-74
-29% -$11.9K ﹤0.01% 408
2025
Q3 		$37.6K Buy
+253
New +$34.3K 0.01% 353

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

Financial Consulate's SHOP Position: Q2 2026 in Review

Financial Consulate increased its Shopify (SHOP) stake by 177% in Q2 2026, buying an estimated $42.9K and bringing the position to 589 shares worth $67.3K. The position accounts for 0.01% of the portfolio, ranked #294.

Financial Consulate first reported a position in SHOP in Q3 2025 and has held it in 4 quarters since. 1,705 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Financial Consulate held 589 shares of Shopify worth $67.3K as of Q2 2026.
  • Financial Consulate bought 376 Shopify shares in Q2 2026, an estimated $42.9K.
  • Shopify made up 0.01% of Financial Consulate's portfolio in Q2 2026, its #294 holding.
  • Financial Consulate first reported a position in Shopify in Q3 2025 and has held it in 4 quarters since.
  • 1,705 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.