FPH
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Financial Planning Hawaii’s Shopify SHOP Stock Holding History

Financial Planning Hawaii’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 		$307K Sell
2,686
-2,237
-45% -$255K 0.16% 107
2026
Q1 		$584K Hold
4,923
– – 0.34% 72
2025
Q4 		$792K Buy
+4,923
New +$790K 0.46% 54

Other funds holding SHOP

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Financial Planning Hawaii's SHOP Position: Q2 2026 in Review

Financial Planning Hawaii reduced its Shopify (SHOP) stake by 45% in Q2 2026, selling an estimated $255K and leaving 2,686 shares worth $307K. The position accounts for 0.16% of the portfolio, ranked #107.

Financial Planning Hawaii first reported a position in SHOP in Q4 2025 and has held it in 3 quarters since. The position peaked at $792K in Q4 2025. 938 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Financial Planning Hawaii held 2,686 shares of Shopify worth $307K as of Q2 2026.
  • Financial Planning Hawaii sold 2,237 Shopify shares in Q2 2026, an estimated $255K.
  • Shopify made up 0.16% of Financial Planning Hawaii's portfolio in Q2 2026, its #107 holding.
  • Financial Planning Hawaii first reported a position in Shopify in Q4 2025 and has held it in 3 quarters since.
  • Financial Planning Hawaii's Shopify position peaked at $792K in Q4 2025.
  • 938 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

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