GM
SHOP icon

GeoWealth Management’s Shopify SHOP Stock Holding History

GeoWealth 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 		$357K Sell
3,126
-639
-17% -$72.9K 0.01% 599
2026
Q1 		$447K Sell
3,765
-2,239
-37% -$294K 0.02% 491
2025
Q4 		$966K Buy
6,004
+2,051
+52% +$329K 0.04% 282
2025
Q3 		$587K Buy
3,953
+1,774
+81% +$241K 0.02% 408
2025
Q2 		$251K Buy
2,179
+480
+28% +$48K 0.01% 595
2025
Q1 		$162K Sell
1,699
-3,770
-69% -$411K 0.01% 703
2024
Q4 		$582K Sell
5,469
-837
-13% -$81.4K 0.02% 434
2024
Q3 		$505K Sell
6,306
-783
-11% -$54.1K 0.02% 467
2024
Q2 		$468K Buy
7,089
+3,240
+84% +$215K 0.02% 449
2024
Q1 		$297K Buy
3,849
+1,366
+55% +$108K 0.01% 575
2023
Q4 		$193K Buy
+2,483
New +$159K 0.02% 512

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

GeoWealth Management's SHOP Position: Q2 2026 in Review

GeoWealth Management reduced its Shopify (SHOP) stake by 17% in Q2 2026, selling an estimated $72.9K and leaving 3,126 shares worth $357K. The position accounts for 0.01% of the portfolio, ranked #599.

GeoWealth Management first reported a position in SHOP in Q4 2023 and has held it in 11 quarters since. The position peaked at $966K in Q4 2025. 1,716 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • GeoWealth Management held 3,126 shares of Shopify worth $357K as of Q2 2026.
  • GeoWealth Management sold 639 Shopify shares in Q2 2026, an estimated $72.9K.
  • Shopify made up 0.01% of GeoWealth Management's portfolio in Q2 2026, its #599 holding.
  • GeoWealth Management first reported a position in Shopify in Q4 2023 and has held it in 11 quarters since.
  • GeoWealth Management's Shopify position peaked at $966K in Q4 2025.
  • 1,716 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.