Global Financial Private Client’s Shopify SHOP Stock Holding History

Global Financial Private Client’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	$377K	Buy	3,303 +30	+0.9%	+$3.42K	0.1%	190
2026 Q1	$388K	Hold	3,273	–	–	0.13%	177
2025 Q4	$527K	Hold	3,273	–	–	0.18%	140
2025 Q3	$486K	Hold	3,273	–	–	0.17%	146
2025 Q2	$378K	Hold	3,273	–	–	0.14%	162
2025 Q1	$313K	Hold	3,273	–	–	0.12%	170
2024 Q4	$348K	Sell	3,273 -95	-3%	-$9.24K	0.13%	161
2024 Q3	$270K	Buy	3,368 +659	+24%	+$45.5K	0.11%	177
2024 Q2	$179K	Hold	2,709	–	–	0.07%	190
2024 Q1	$212K	Hold	2,709	–	–	0.09%	175
2023 Q4	$211K	Hold	2,709	–	–	0.1%	172
2023 Q3	$146K	Buy	2,709 +5	+0.2%	+$303	0.08%	181
2023 Q2	$175K	Hold	2,704	–	–	0.09%	176
2023 Q1	$129K	Hold	2,704	–	–	0.07%	184
2022 Q4	$93.9K	Sell	2,704 -580	-18%	-$19.8K	0.05%	203
2022 Q3	$91.2K	Buy	3,284 +764	+30%	+$26K	0.05%	202
2022 Q2	$79.2K	Buy	2,520 +2,430	+2,700%	+$104K	0.04%	215
2022 Q1	$6.24K	Buy	+90	New	+$7.39K	﹤0.01%	447

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

Global Financial Private Client's SHOP Position: Q2 2026 in Review

Global Financial Private Client increased its Shopify (SHOP) stake by 0.92% in Q2 2026, buying an estimated $3.42K and bringing the position to 3,303 shares worth $377K. The position accounts for 0.1% of the portfolio, ranked #190.

Global Financial Private Client first reported a position in SHOP in Q1 2022 and has held it in 18 quarters since. The position peaked at $527K in Q4 2025. 1,714 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

Global Financial Private Client held 3,303 shares of Shopify worth $377K as of Q2 2026.
Global Financial Private Client bought 30 Shopify shares in Q2 2026, an estimated $3.42K.
Shopify made up 0.1% of Global Financial Private Client's portfolio in Q2 2026, its #190 holding.
Global Financial Private Client first reported a position in Shopify in Q1 2022 and has held it in 18 quarters since.
Global Financial Private Client's Shopify position peaked at $527K in Q4 2025.
1,714 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Global Financial Private Client's 13F filing for Q2 2026, filed 20 Jul 2026.