FGC
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Financial Gravity Companies’s Shopify SHOP Stock Holding History

Financial Gravity Companies’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 		$343 Buy
+3
New +$342 ﹤0.01% 875
2025
Q2 		$27.5K Buy
+238
New +$23.8K 0.01% 395
2024
Q4 		$25.6K Buy
+241
New +$23.4K 0.01% 401
2018
Q4 		$164K Buy
+9,620
New +$135K 0.15% 152

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 Gravity Companies's SHOP Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in Shopify (SHOP) in Q2 2026: 3 shares worth $343. The stake represents ﹤0.01% of the portfolio and ranks #875 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in SHOP as recently as Q2 2025.

Financial Gravity Companies first reported a position in SHOP in Q4 2018 and has held it in 4 quarters since. The position peaked at $164K in Q4 2018. 1,711 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Financial Gravity Companies held 3 shares of Shopify worth $343 as of Q2 2026.
  • Shopify was a new Financial Gravity Companies position in Q2 2026.
  • Shopify made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2026, its #875 holding.
  • Financial Gravity Companies first reported a position in Shopify in Q4 2018 and has held it in 4 quarters since.
  • Financial Gravity Companies's Shopify position peaked at $164K in Q4 2018.
  • 1,711 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.