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Loring Wolcott & Coolidge Fiduciary Advisors’s Shopify SHOP Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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 		$120K Hold
1,050
– – ﹤0.01% 370
2026
Q1 		$116K Sell
1,050
-11,320
-92% -$1.49M ﹤0.01% 363
2025
Q4 		$1.7M Sell
12,370
-30
-0.2% -$4.82K 0.02% 135
2025
Q3 		$2.07M Buy
12,400
+11,225
+955% +$1.52M 0.02% 121
2025
Q2 		$136K Sell
1,175
-520
-31% -$52K ﹤0.01% 319
2025
Q1 		$154K Hold
1,695
– – ﹤0.01% 294
2024
Q4 		$182K Hold
1,695
– – ﹤0.01% 291
2024
Q3 		$135K Buy
1,695
+40
+2% +$2.76K ﹤0.01% 315
2024
Q2 		$115K Hold
1,655
– – ﹤0.01% 322
2024
Q1 		$117K Sell
1,655
-100
-6% -$7.9K ﹤0.01% 319
2023
Q4 		$141K Hold
1,755
– – ﹤0.01% 313
2023
Q3 		$105K Hold
1,755
– – ﹤0.01% 350
2023
Q2 		$113K Hold
1,755
– – ﹤0.01% 350
2023
Q1 		$84.1K Sell
1,755
-1,440
-45% -$63.4K ﹤0.01% 363
2022
Q4 		$111K Buy
3,195
+355
+13% +$12.1K ﹤0.01% 333
2022
Q3 		$77K Hold
2,840
– – ﹤0.01% 375
2022
Q2 		$89K Sell
2,840
-6,130
-68% -$262K ﹤0.01% 369
2022
Q1 		$606K Buy
8,970
+530
+6% +$43.5K 0.01% 197
2021
Q4 		$1.16M Buy
8,440
+700
+9% +$102K 0.01% 158
2021
Q3 		$1.05M Hold
7,740
– – 0.01% 162
2021
Q2 		$1.13M Buy
7,740
+2,350
+44% +$290K 0.01% 163
2021
Q1 		$596K Buy
5,390
+490
+10% +$59.2K 0.01% 198
2020
Q4 		$555K Buy
+4,900
New +$514K 0.01% 196

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

Loring Wolcott & Coolidge Fiduciary Advisors's SHOP Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors held its Shopify (SHOP) position steady in Q2 2026 at 1,050 shares worth $120K. The position accounts for ﹤0.01% of the portfolio, ranked #370.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in SHOP in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.07M in Q3 2025. 928 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Loring Wolcott & Coolidge Fiduciary Advisors held 1,050 shares of Shopify worth $120K as of Q2 2026.
  • Loring Wolcott & Coolidge Fiduciary Advisors left its Shopify share count unchanged in Q2 2026.
  • Shopify made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #370 holding.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Shopify in Q4 2020 and has held it in 23 quarters since.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Shopify position peaked at $2.07M in Q3 2025.
  • 928 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.