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Focused Wealth Management’s Shopify SHOP Stock Holding History

Focused Wealth Management’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 		$786K Buy
6,888
+1,650
+32% +$188K 0.07% 101
2026
Q1 		$621K Sell
5,238
-320
-6% -$42K 0.06% 98
2025
Q4 		$895K Buy
5,558
+130
+2% +$20.9K 0.09% 82
2025
Q3 		$807K Sell
5,428
-1,000
-16% -$136K 0.09% 83
2025
Q2 		$741K Hold
6,428
– – 0.09% 82
2025
Q1 		$614K Buy
6,428
+30
+0.5% +$3.27K 0.08% 79
2024
Q4 		$680K Sell
6,398
-875
-12% -$85.1K 0.09% 70
2024
Q3 		$583K Sell
7,273
-778
-10% -$53.7K 0.08% 93
2024
Q2 		$532K Buy
8,051
+1,713
+27% +$114K 0.08% 89
2024
Q1 		$489K Buy
6,338
+100
+2% +$7.9K 0.08% 87
2023
Q4 		$486K Hold
6,238
– – 0.08% 79
2023
Q3 		$340K Buy
6,238
+3,813
+157% +$231K 0.06% 92
2023
Q2 		$157K Sell
2,425
-1,200
-33% -$67.8K 0.03% 160
2023
Q1 		$174K Buy
3,625
+1,380
+61% +$60.7K 0.04% 151
2022
Q4 		$77.9K Sell
2,245
-85
-4% -$2.9K 0.02% 240
2022
Q3 		$63K Hold
2,330
– – 0.01% 244
2022
Q2 		$73K Buy
2,330
+680
+41% +$29K 0.01% 229
2022
Q1 		$112K Buy
1,650
+620
+60% +$50.9K 0.02% 198
2021
Q4 		$142K Buy
1,030
+90
+10% +$13.2K 0.02% 232
2021
Q3 		$127K Buy
940
+700
+292% +$105K 0.02% 249
2021
Q2 		$35K Sell
240
-600
-71% -$73.9K 0.01% 431
2021
Q1 		$93K Hold
840
– – 0.02% 288
2020
Q4 		$95K Buy
840
+600
+250% +$63K 0.02% 275
2020
Q3 		$25K Buy
+240
New +$23.9K 0.01% 384

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

Focused Wealth Management's SHOP Position: Q2 2026 in Review

Focused Wealth Management increased its Shopify (SHOP) stake by 32% in Q2 2026, buying an estimated $188K and bringing the position to 6,888 shares worth $786K. The position accounts for 0.07% of the portfolio, ranked #101.

Focused Wealth Management first reported a position in SHOP in Q3 2020 and has held it in 24 quarters since. The position peaked at $895K in Q4 2025. 1,718 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Focused Wealth Management held 6,888 shares of Shopify worth $786K as of Q2 2026.
  • Focused Wealth Management bought 1,650 Shopify shares in Q2 2026, an estimated $188K.
  • Shopify made up 0.07% of Focused Wealth Management's portfolio in Q2 2026, its #101 holding.
  • Focused Wealth Management first reported a position in Shopify in Q3 2020 and has held it in 24 quarters since.
  • Focused Wealth Management's Shopify position peaked at $895K in Q4 2025.
  • 1,718 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Focused Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.