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Flagship Wealth Advisors’s Shopify SHOP Stock Holding History

Flagship 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 		$13.5K Buy
+118
New +$13.5K ﹤0.01% 385
2026
Q1 		– Sell
-93
Closed -$15K – 397
2025
Q4 		$15K Hold
93
– – ﹤0.01% 299
2025
Q3 		$13.8K Buy
+93
New +$12.6K ﹤0.01% 308

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

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

Flagship Wealth Advisors opened a new position in Shopify (SHOP) in Q2 2026: 118 shares worth $13.5K. The stake represents ﹤0.01% of the portfolio and ranks #385 among its holdings. This is a return to the name: Flagship Wealth Advisors previously reported a position in SHOP as recently as Q4 2025.

Flagship Wealth Advisors first reported a position in SHOP in Q3 2025 and has held it in 3 quarters since. The position peaked at $15K in Q4 2025. 1,718 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Flagship Wealth Advisors held 118 shares of Shopify worth $13.5K as of Q2 2026.
  • Shopify was a new Flagship Wealth Advisors position in Q2 2026.
  • Shopify made up ﹤0.01% of Flagship Wealth Advisors's portfolio in Q2 2026, its #385 holding.
  • Flagship Wealth Advisors first reported a position in Shopify in Q3 2025 and has held it in 3 quarters since.
  • Flagship Wealth Advisors's Shopify position peaked at $15K in Q4 2025.
  • 1,718 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Flagship Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.