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Investment House LLC’s Shopify SHOP Stock Holding History

Investment House LLC’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 		$644K Hold
5,640
– – 0.03% 169
2026
Q1 		$669K Sell
5,640
-10
-0.2% -$1.31K 0.03% 162
2025
Q4 		$909K Hold
5,650
– – 0.04% 145
2025
Q3 		$840K Sell
5,650
-10
-0.2% -$1.36K 0.04% 149
2025
Q2 		$653K Buy
5,660
+60
+1% +$6K 0.03% 166
2025
Q1 		$535K Hold
5,600
– – 0.03% 170
2024
Q4 		$595K Hold
5,600
– – 0.03% 156
2024
Q3 		$449K Sell
5,600
-90
-2% -$6.22K 0.02% 173
2024
Q2 		$376K Buy
5,690
+375
+7% +$24.9K 0.02% 172
2024
Q1 		$410K Hold
5,315
– – 0.02% 172
2023
Q4 		$414K Hold
5,315
– – 0.03% 158
2023
Q3 		$290K Sell
5,315
-2,860
-35% -$173K 0.02% 164
2023
Q2 		$528K Sell
8,175
-50
-0.6% -$2.83K 0.04% 146
2023
Q1 		$394K Hold
8,225
– – 0.03% 154
2022
Q4 		$285K Sell
8,225
-2,650
-24% -$90.5K 0.03% 159
2022
Q3 		$293K Buy
10,875
+2,395
+28% +$81.5K 0.03% 157
2022
Q2 		$265K Buy
8,480
+1,470
+21% +$62.8K 0.02% 154
2022
Q1 		$474K Buy
7,010
+4,770
+213% +$392K 0.03% 133
2021
Q4 		$309K Hold
2,240
– – 0.02% 159
2021
Q3 		$304K Hold
2,240
– – 0.02% 164
2021
Q2 		$327K Buy
2,240
+250
+13% +$30.8K 0.02% 171
2021
Q1 		$220K Sell
1,990
-1,610
-45% -$195K 0.02% 181
2020
Q4 		$408K Hold
3,600
– – 0.03% 172
2020
Q3 		$368K Hold
3,600
– – 0.03% 161
2020
Q2 		$342K Buy
+3,600
New +$250K 0.03% 155

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

Investment House LLC's SHOP Position: Q2 2026 in Review

Investment House LLC held its Shopify (SHOP) position steady in Q2 2026 at 5,640 shares worth $644K. The position accounts for 0.03% of the portfolio, ranked #169.

Investment House LLC first reported a position in SHOP in Q2 2020 and has held it in 25 quarters since. The position peaked at $909K in Q4 2025. 1,706 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Investment House LLC held 5,640 shares of Shopify worth $644K as of Q2 2026.
  • Investment House LLC left its Shopify share count unchanged in Q2 2026.
  • Shopify made up 0.03% of Investment House LLC's portfolio in Q2 2026, its #169 holding.
  • Investment House LLC first reported a position in Shopify in Q2 2020 and has held it in 25 quarters since.
  • Investment House LLC's Shopify position peaked at $909K in Q4 2025.
  • 1,706 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Investment House LLC's 13F filing for Q2 2026, filed 21 Jul 2026.