KFP
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Kerr Financial Planning’s Shopify SHOP Stock Holding History

Kerr Financial Planning’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 		$82.2K Hold
720
– – 0.09% 149
2026
Q1 		$89K Hold
720
– – 0.06% 143
2025
Q4 		$80.4K Hold
720
– – 0.11% 143
2025
Q3 		$104K Buy
+720
New +$97.6K 0.15% 119

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

Kerr Financial Planning's SHOP Position: Q2 2026 in Review

Kerr Financial Planning held its Shopify (SHOP) position steady in Q2 2026 at 720 shares worth $82.2K. The position accounts for 0.09% of the portfolio, ranked #149.

Kerr Financial Planning first reported a position in SHOP in Q3 2025 and has held it in 4 quarters since. The position peaked at $104K in Q3 2025. 1,705 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Kerr Financial Planning held 720 shares of Shopify worth $82.2K as of Q2 2026.
  • Kerr Financial Planning left its Shopify share count unchanged in Q2 2026.
  • Shopify made up 0.09% of Kerr Financial Planning's portfolio in Q2 2026, its #149 holding.
  • Kerr Financial Planning first reported a position in Shopify in Q3 2025 and has held it in 4 quarters since.
  • Kerr Financial Planning's Shopify position peaked at $104K in Q3 2025.
  • 1,705 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.