Linscomb Wealth’s Shopify SHOP Stock Holding History

Linscomb Wealth’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	–	Sell	-1,700	Closed	-$202K	–	344
2026 Q1	$202K	Buy	1,700 +187	+12%	+$24.6K	0.01%	332
2025 Q4	$244K	Sell	1,513 -405	-21%	-$65K	0.01%	283
2025 Q3	$285K	Buy	+1,918	New	+$260K	0.01%	273
2022 Q2	–	Sell	-5,240	Closed	-$354K	–	325
2022 Q1	$354K	Sell	5,240 -640	-11%	-$52.5K	0.02%	265
2021 Q4	$810K	Sell	5,880 -420	-7%	-$61.4K	0.04%	192
2021 Q3	$854K	Buy	6,300 +380	+6%	+$56.9K	0.04%	179
2021 Q2	$865K	Sell	5,920 -1,720	-23%	-$212K	0.04%	179
2021 Q1	$845K	Sell	7,640 -630	-8%	-$76.1K	0.05%	175
2020 Q4	$936K	Sell	8,270 -160	-2%	-$16.8K	0.06%	160
2020 Q3	$862K	Sell	8,430 -300	-3%	-$29.8K	0.06%	156
2020 Q2	$829K	Buy	8,730 +3,260	+60%	+$226K	0.06%	162
2020 Q1	$228K	Sell	5,470 -1,080	-16%	-$48.7K	0.02%	356
2019 Q4	$260K	Sell	6,550 -430	-6%	-$14.5K	0.02%	374
2019 Q3	$218K	Buy	+6,980	New	+$239K	0.02%	257

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

Linscomb Wealth's SHOP Position: Q2 2026 in Review

Linscomb Wealth sold out of Shopify (SHOP) in Q2 2026, closing a stake of 1,700 shares — an estimated $202K sold.

Linscomb Wealth first reported a position in SHOP in Q3 2019 and held it in 14 quarters. The position peaked at $936K in Q4 2020. 1,711 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

Linscomb Wealth reported no remaining Shopify position as of Q2 2026 after selling out during the quarter.
Linscomb Wealth sold 1,700 Shopify shares in Q2 2026, an estimated $202K.
Linscomb Wealth first reported a position in Shopify in Q3 2019 and held it in 14 quarters.
Linscomb Wealth's Shopify position peaked at $936K in Q4 2020.
1,711 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Linscomb Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.