GDP
SHOP icon

Great Diamond Partners’s Shopify SHOP Stock Holding History

Great Diamond Partners’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 		$410K Sell
3,588
-211
-6% -$24.1K 0.07% 185
2026
Q1 		$451K Sell
3,799
-145
-4% -$19.1K 0.09% 164
2025
Q4 		$635K Sell
3,944
-479
-11% -$76.9K 0.12% 142
2025
Q3 		$657K Sell
4,423
-132
-3% -$17.9K 0.13% 135
2025
Q2 		$525K Sell
4,555
-134
-3% -$13.4K 0.11% 146
2025
Q1 		$448K Sell
4,689
-656
-12% -$71.5K 0.12% 117
2024
Q4 		$568K Sell
5,345
-129
-2% -$12.5K 0.15% 110
2024
Q3 		$439K Sell
5,474
-3,833
-41% -$265K 0.11% 123
2024
Q2 		$615K Buy
9,307
+798
+9% +$52.9K 0.14% 118
2024
Q1 		$657K Buy
8,509
+1,690
+25% +$134K 0.15% 118
2023
Q4 		$531K Sell
6,819
-403
-6% -$25.7K 0.13% 129
2023
Q3 		$394K Buy
7,222
+334
+5% +$20.2K 0.11% 144
2023
Q2 		$445K Buy
6,888
+545
+9% +$30.8K 0.12% 138
2023
Q1 		$304K Sell
6,343
-75
-1% -$3.3K 0.09% 169
2022
Q4 		$223K Buy
+6,418
New +$219K 0.07% 198
2022
Q3 		– Sell
-7,660
Closed -$239K – 209
2022
Q2 		$239K Buy
7,660
+1,490
+24% +$63.6K 0.08% 187
2022
Q1 		$417K Buy
6,170
+3,250
+111% +$267K 0.12% 141
2021
Q4 		$402K Sell
2,920
-350
-11% -$51.1K 0.1% 155
2021
Q3 		$443K Buy
+3,270
New +$490K 0.12% 129

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

Great Diamond Partners's SHOP Position: Q2 2026 in Review

Great Diamond Partners reduced its Shopify (SHOP) stake by 5.6% in Q2 2026, selling an estimated $24.1K and leaving 3,588 shares worth $410K. The position accounts for 0.07% of the portfolio, ranked #185.

Great Diamond Partners first reported a position in SHOP in Q3 2021 and has held it in 19 quarters since. The position peaked at $657K in Q3 2025. 1,706 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Great Diamond Partners held 3,588 shares of Shopify worth $410K as of Q2 2026.
  • Great Diamond Partners sold 211 Shopify shares in Q2 2026, an estimated $24.1K.
  • Shopify made up 0.07% of Great Diamond Partners's portfolio in Q2 2026, its #185 holding.
  • Great Diamond Partners first reported a position in Shopify in Q3 2021 and has held it in 19 quarters since.
  • Great Diamond Partners's Shopify position peaked at $657K in Q3 2025.
  • 1,706 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Great Diamond Partners's 13F filing for Q2 2026, filed 17 Jul 2026.