GBWM
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Granite Bay Wealth Management’s Shopify SHOP Stock Holding History

Granite Bay Wealth 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 		$578K Sell
5,063
-5
-0.1% -$571 0.05% 108
2026
Q1 		$601K Hold
5,068
– – 0.13% 50
2025
Q4 		$816K Sell
5,068
-221
-4% -$35.5K 0.2% 43
2025
Q3 		$786K Sell
5,289
-2,833
-35% -$384K 0.2% 42
2025
Q2 		$937K Sell
8,122
-3,426
-30% -$343K 0.3% 34
2025
Q1 		$1.1M Sell
11,548
-1,455
-11% -$159K 0.38% 35
2024
Q4 		$1.38M Sell
13,003
-2,067
-14% -$201K 0.51% 30
2024
Q3 		$1.21M Sell
15,070
-986
-6% -$68.1K 0.68% 21
2024
Q2 		$1.06M Buy
16,056
+24
+0.1% +$1.59K 0.57% 24
2024
Q1 		$1.24M Buy
+16,032
New +$1.27M 0.7% 31
2023
Q2 		$1.12M Buy
17,402
+936
+6% +$52.9K 1.05% 17
2023
Q1 		$789K Buy
16,466
+245
+2% +$10.8K 0.55% 30
2022
Q4 		$563K Sell
16,221
-37
-0.2% -$1.26K 0.37% 34
2022
Q3 		$438K Buy
16,258
+1,028
+7% +$35K 0.35% 34
2022
Q2 		$476K Buy
15,230
+460
+3% +$19.6K 0.37% 33
2022
Q1 		$998K Buy
14,770
+4,750
+47% +$390K 0.81% 21
2021
Q4 		$1.38M Buy
+10,020
New +$1.46M 1.36% 16

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

Granite Bay Wealth Management's SHOP Position: Q2 2026 in Review

Granite Bay Wealth Management reduced its Shopify (SHOP) stake by 0.1% in Q2 2026, selling an estimated $571 and leaving 5,063 shares worth $578K. The position accounts for 0.05% of the portfolio, ranked #108.

Granite Bay Wealth Management first reported a position in SHOP in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.38M in Q4 2024. 1,711 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Granite Bay Wealth Management held 5,063 shares of Shopify worth $578K as of Q2 2026.
  • Granite Bay Wealth Management sold 5 Shopify shares in Q2 2026, an estimated $571.
  • Shopify made up 0.05% of Granite Bay Wealth Management's portfolio in Q2 2026, its #108 holding.
  • Granite Bay Wealth Management first reported a position in Shopify in Q4 2021 and has held it in 17 quarters since.
  • Granite Bay Wealth Management's Shopify position peaked at $1.38M in Q4 2024.
  • 1,711 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Granite Bay Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.