JRPIM
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Journey Retirement Planning & Investment Management’s Shopify SHOP Stock Holding History

Journey Retirement Planning & Investment 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 		$1.11M Sell
9,725
-1,193
-11% -$136K 0.87% 22
2026
Q1 		$1.3M Sell
10,918
-35,070
-76% -$4.61M 1.14% 16
2025
Q4 		$7.4M Buy
+45,988
New +$7.38M 1.52% 14

Other funds holding SHOP

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Journey Retirement Planning & Investment Management's SHOP Position: Q2 2026 in Review

Journey Retirement Planning & Investment Management reduced its Shopify (SHOP) stake by 11% in Q2 2026, selling an estimated $136K and leaving 9,725 shares worth $1.11M. The position accounts for 0.87% of the portfolio, ranked #22.

Journey Retirement Planning & Investment Management first reported a position in SHOP in Q4 2025 and has held it in 3 quarters since. The position peaked at $7.4M in Q4 2025. 927 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Journey Retirement Planning & Investment Management held 9,725 shares of Shopify worth $1.11M as of Q2 2026.
  • Journey Retirement Planning & Investment Management sold 1,193 Shopify shares in Q2 2026, an estimated $136K.
  • Shopify made up 0.87% of Journey Retirement Planning & Investment Management's portfolio in Q2 2026, its #22 holding.
  • Journey Retirement Planning & Investment Management first reported a position in Shopify in Q4 2025 and has held it in 3 quarters since.
  • Journey Retirement Planning & Investment Management's Shopify position peaked at $7.4M in Q4 2025.
  • 927 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q2 2026, filed 24 Jul 2026.