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Forefront Wealth Partners’s Shopify SHOP Stock Holding History

Forefront Wealth Partners’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 		$610K Buy
5,344
+353
+7% +$40.3K 0.19% 104
2026
Q1 		$592K Buy
4,991
+2,830
+131% +$372K 0.25% 89
2025
Q4 		$348K Sell
2,161
-469
-18% -$75.3K 0.16% 105
2025
Q3 		$391K Buy
2,630
+149
+6% +$20.2K 0.1% 142
2025
Q2 		$264K Sell
2,481
-74
-3% -$7.4K 0.18% 82
2025
Q1 		$244K Buy
2,555
+74
+3% +$8.06K 0.17% 109
2024
Q4 		$264K Buy
+2,481
New +$241K 0.2% 79

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

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

Forefront Wealth Partners increased its Shopify (SHOP) stake by 7.1% in Q2 2026, buying an estimated $40.3K and bringing the position to 5,344 shares worth $610K. The position accounts for 0.19% of the portfolio, ranked #104.

Forefront Wealth Partners first reported a position in SHOP in Q4 2024 and has held it in 7 quarters since. 1,706 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Forefront Wealth Partners held 5,344 shares of Shopify worth $610K as of Q2 2026.
  • Forefront Wealth Partners bought 353 Shopify shares in Q2 2026, an estimated $40.3K.
  • Shopify made up 0.19% of Forefront Wealth Partners's portfolio in Q2 2026, its #104 holding.
  • Forefront Wealth Partners first reported a position in Shopify in Q4 2024 and has held it in 7 quarters since.
  • 1,706 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Forefront Wealth Partners's 13F filing for Q2 2026, filed 20 Aug 2026.