FWL Investment Management’s Shopify SHOP Stock Holding History

FWL Investment 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	$30.8K	Hold	270	–	–	0.01%	237
2026 Q1	$32K	Sell	270 -30	-10%	-$3.94K	0.01%	198
2025 Q4	$48.3K	Hold	300	–	–	0.01%	164
2025 Q3	$44.6K	Hold	300	–	–	0.01%	154
2025 Q2	$34.6K	Hold	300	–	–	0.01%	169
2025 Q1	$28.6K	Sell	300 -225	-43%	-$24.5K	0.01%	173
2024 Q4	$55.8K	Buy	+525	New	+$51.1K	0.02%	143
2024 Q2	–	Sell	-25	Closed	-$1.93K	–	267
2024 Q1	$1.93K	Hold	25	–	–	﹤0.01%	210
2023 Q4	$1.95K	Sell	25 -15	-38%	-$958	﹤0.01%	214
2023 Q3	$2.18K	Buy	+40	New	+$2.42K	﹤0.01%	173

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

FWL Investment Management's SHOP Position: Q2 2026 in Review

FWL Investment Management held its Shopify (SHOP) position steady in Q2 2026 at 270 shares worth $30.8K. The position accounts for 0.01% of the portfolio, ranked #237.

FWL Investment Management first reported a position in SHOP in Q3 2023 and has held it in 10 quarters since. The position peaked at $55.8K in Q4 2024. 1,718 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

FWL Investment Management held 270 shares of Shopify worth $30.8K as of Q2 2026.
FWL Investment Management left its Shopify share count unchanged in Q2 2026.
Shopify made up 0.01% of FWL Investment Management's portfolio in Q2 2026, its #237 holding.
FWL Investment Management first reported a position in Shopify in Q3 2023 and has held it in 10 quarters since.
FWL Investment Management's Shopify position peaked at $55.8K in Q4 2024.
1,718 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on FWL Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.