Goldstein Advisors’s Shopify SHOP Stock Holding History

Goldstein 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 Q3	–	Sell	-3,361	Closed	-$384K	–	284
2026 Q2	$384K	Buy	3,361 +811	+32%	+$92.6K	0.04%	163
2026 Q1	$302K	Buy	2,550 +240	+10%	+$31.5K	0.03%	150
2025 Q4	$372K	Buy	2,310 +223	+11%	+$35.8K	0.04%	124
2025 Q3	$310K	Sell	2,087 -634	-23%	-$86K	0.04%	136
2025 Q2	$314K	Buy	+2,721	New	+$272K	0.04%	126
2025 Q1	–	Sell	-2,072	Closed	-$220K	–	212
2024 Q4	$220K	Buy	+2,072	New	+$202K	0.03%	169

Other funds holding SHOP

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Goldstein Advisors's SHOP Position: Q3 2026 in Review

Goldstein Advisors sold out of Shopify (SHOP) in Q3 2026, closing a stake of 3,361 shares — an estimated $384K sold.

Goldstein Advisors first reported a position in SHOP in Q4 2024 and held it in 6 quarters. The position peaked at $384K in Q2 2026. 1,549 funds tracked by Wall St. Rank hold SHOP as of Q3 2026.

Goldstein Advisors reported no remaining Shopify position as of Q3 2026 after selling out during the quarter.
Goldstein Advisors sold 3,361 Shopify shares in Q3 2026, an estimated $384K.
Goldstein Advisors first reported a position in Shopify in Q4 2024 and held it in 6 quarters.
Goldstein Advisors's Shopify position peaked at $384K in Q2 2026.
1,549 funds tracked by Wall St. Rank held Shopify as of Q3 2026.

Based on Goldstein Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.