Keystone Wealth Services’s Shopify SHOP Stock Holding History

Keystone Wealth Services’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	$810K	Sell	7,096 -24	-0.3%	-$2.74K	0.15%	148
2026 Q1	$845K	Buy	7,120 +565	+9%	+$74.2K	0.18%	135
2025 Q4	$1.06M	Buy	6,555 +1,008	+18%	+$162K	0.22%	86
2025 Q3	$824K	Buy	5,547 +9	+0.2%	+$1.22K	0.18%	128
2025 Q2	$639K	Buy	5,538 +40	+0.7%	+$4K	0.15%	150
2025 Q1	$525K	Buy	5,498 +439	+9%	+$47.8K	0.14%	148
2024 Q4	$538K	Buy	5,059 +497	+11%	+$48.3K	0.14%	143
2024 Q3	$366K	Sell	4,562 -326	-7%	-$22.5K	0.1%	178
2024 Q2	$323K	Buy	+4,888	New	+$324K	0.1%	168

Other funds holding SHOP

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Keystone Wealth Services's SHOP Position: Q2 2026 in Review

Keystone Wealth Services reduced its Shopify (SHOP) stake by 0.34% in Q2 2026, selling an estimated $2.74K and leaving 7,096 shares worth $810K. The position accounts for 0.15% of the portfolio, ranked #148.

Keystone Wealth Services first reported a position in SHOP in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.06M in Q4 2025. 1,706 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

Keystone Wealth Services held 7,096 shares of Shopify worth $810K as of Q2 2026.
Keystone Wealth Services sold 24 Shopify shares in Q2 2026, an estimated $2.74K.
Shopify made up 0.15% of Keystone Wealth Services's portfolio in Q2 2026, its #148 holding.
Keystone Wealth Services first reported a position in Shopify in Q2 2024 and has held it in 9 quarters since.
Keystone Wealth Services's Shopify position peaked at $1.06M in Q4 2025.
1,706 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Keystone Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.