Focus Partners Wealth
SHOP icon

Focus Partners Wealth’s Shopify SHOP Stock Holding History

Focus Partners Wealth’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 		$21.8M Buy
191,135
+6,347
+3% +$724K 0.02% 492
2026
Q1 		$22M Sell
184,788
-19,922
-10% -$2.62M 0.02% 475
2025
Q4 		$32.8M Buy
204,710
+28,947
+16% +$4.65M 0.04% 376
2025
Q3 		$26.1M Buy
175,763
+25,235
+17% +$3.42M 0.04% 343
2025
Q2 		$17.4M Sell
150,528
-138,194
-48% -$13.8M 0.04% 388
2025
Q1 		$27.6M Buy
288,722
+19,658
+7% +$2.14M 0.07% 268
2024
Q4 		$28.6M Buy
269,064
+96,283
+56% +$9.36M 0.07% 244
2024
Q3 		$13.8M Sell
172,781
-11,825
-6% -$817K 0.04% 344
2024
Q2 		$12.2M Buy
184,606
+17,586
+11% +$1.17M 0.04% 334
2024
Q1 		$12.9M Buy
167,020
+160,184
+2,343% +$12.7M 0.1% 189
2023
Q4 		$533K Buy
+6,836
New +$437K 0.01% 568

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

Focus Partners Wealth's SHOP Position: Q2 2026 in Review

Focus Partners Wealth increased its Shopify (SHOP) stake by 3.4% in Q2 2026, buying an estimated $724K and bringing the position to 191,135 shares worth $21.8M. The position accounts for 0.02% of the portfolio, ranked #492.

Focus Partners Wealth first reported a position in SHOP in Q4 2023 and has held it in 11 quarters since. The position peaked at $32.8M in Q4 2025. 1,711 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Focus Partners Wealth held 191,135 shares of Shopify worth $21.8M as of Q2 2026.
  • Focus Partners Wealth bought 6,347 Shopify shares in Q2 2026, an estimated $724K.
  • Shopify made up 0.02% of Focus Partners Wealth's portfolio in Q2 2026, its #492 holding.
  • Focus Partners Wealth first reported a position in Shopify in Q4 2023 and has held it in 11 quarters since.
  • Focus Partners Wealth's Shopify position peaked at $32.8M in Q4 2025.
  • 1,711 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.