Frank Rimerman Advisors’s Shopify SHOP Stock Holding History

Frank Rimerman 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	$1.22M	Buy	10,661 +1,901	+22%	+$217K	0.07%	207
2026 Q1	$1.04M	Sell	8,760 -868	-9%	-$114K	0.07%	232
2025 Q4	$1.55M	Buy	9,628 +28	+0.3%	+$4.5K	0.1%	159
2025 Q3	$1.43M	Buy	9,600 +1,018	+12%	+$138K	0.09%	166
2025 Q2	$990K	Buy	8,582 +6,147	+252%	+$615K	0.07%	213
2025 Q1	$232K	Hold	2,435	–	–	0.02%	467
2024 Q4	$259K	Buy	+2,435	New	+$237K	0.02%	453
2022 Q2	–	Sell	-6,160	Closed	-$416K	–	121
2022 Q1	$416K	Sell	6,160 -2,730	-31%	-$224K	0.13%	83
2021 Q4	$1.22M	Buy	8,890 +1,520	+21%	+$222K	0.41%	37
2021 Q3	$999K	Buy	+7,370	New	+$1.1M	0.39%	37

Other funds holding SHOP

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Frank Rimerman Advisors's SHOP Position: Q2 2026 in Review

Frank Rimerman Advisors increased its Shopify (SHOP) stake by 22% in Q2 2026, buying an estimated $217K and bringing the position to 10,661 shares worth $1.22M. The position accounts for 0.07% of the portfolio, ranked #207.

Frank Rimerman Advisors first reported a position in SHOP in Q3 2021 and has held it in 10 quarters since. The position peaked at $1.55M in Q4 2025. 1,711 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

Frank Rimerman Advisors held 10,661 shares of Shopify worth $1.22M as of Q2 2026.
Frank Rimerman Advisors bought 1,901 Shopify shares in Q2 2026, an estimated $217K.
Shopify made up 0.07% of Frank Rimerman Advisors's portfolio in Q2 2026, its #207 holding.
Frank Rimerman Advisors first reported a position in Shopify in Q3 2021 and has held it in 10 quarters since.
Frank Rimerman Advisors's Shopify position peaked at $1.55M in Q4 2025.
1,711 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

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