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Joel Isaacson & Co’s Shopify SHOP Stock Holding History

Joel Isaacson & Co’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 		$254K Buy
+2,226
New +$254K 0.01% 414
2026
Q1 		– Sell
-2,189
Closed -$352K – 471
2025
Q4 		$352K Sell
2,189
-148
-6% -$23.8K 0.01% 335
2025
Q3 		$347K Hold
2,337
– – 0.01% 321
2025
Q2 		$270K Hold
2,337
– – 0.01% 353
2025
Q1 		$223K Buy
+2,337
New +$255K 0.01% 359

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

Joel Isaacson & Co's SHOP Position: Q2 2026 in Review

Joel Isaacson & Co opened a new position in Shopify (SHOP) in Q2 2026: 2,226 shares worth $254K. The stake represents 0.01% of the portfolio and ranks #414 among its holdings. This is a return to the name: Joel Isaacson & Co previously reported a position in SHOP as recently as Q4 2025.

Joel Isaacson & Co first reported a position in SHOP in Q1 2025 and has held it in 5 quarters since. The position peaked at $352K in Q4 2025. 1,705 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Joel Isaacson & Co held 2,226 shares of Shopify worth $254K as of Q2 2026.
  • Shopify was a new Joel Isaacson & Co position in Q2 2026.
  • Shopify made up 0.01% of Joel Isaacson & Co's portfolio in Q2 2026, its #414 holding.
  • Joel Isaacson & Co first reported a position in Shopify in Q1 2025 and has held it in 5 quarters since.
  • Joel Isaacson & Co's Shopify position peaked at $352K in Q4 2025.
  • 1,705 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.