MW
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Maia Wealth’s Shopify SHOP Stock Holding History

Maia 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 		$224K Sell
1,964
-258
-12% -$29.4K 0.03% 333
2026
Q1 		$264K Buy
+2,222
New +$292K 0.04% 307
2025
Q4 		– Sell
-1,577
Closed -$251K – 362
2025
Q3 		$251K Sell
1,577
-1,011
-39% -$137K 0.04% 304
2025
Q2 		$299K Buy
2,588
+12
+0.5% +$1.2K 0.06% 258
2025
Q1 		$213K Buy
2,576
+47
+2% +$5.12K 0.05% 277
2024
Q4 		$272K Buy
+2,529
New +$246K 0.06% 247

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

Maia Wealth's SHOP Position: Q2 2026 in Review

Maia Wealth reduced its Shopify (SHOP) stake by 12% in Q2 2026, selling an estimated $29.4K and leaving 1,964 shares worth $224K. The position accounts for 0.03% of the portfolio, ranked #333.

Maia Wealth first reported a position in SHOP in Q4 2024 and has held it in 6 quarters since. The position peaked at $299K in Q2 2025. 1,706 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Maia Wealth held 1,964 shares of Shopify worth $224K as of Q2 2026.
  • Maia Wealth sold 258 Shopify shares in Q2 2026, an estimated $29.4K.
  • Shopify made up 0.03% of Maia Wealth's portfolio in Q2 2026, its #333 holding.
  • Maia Wealth first reported a position in Shopify in Q4 2024 and has held it in 6 quarters since.
  • Maia Wealth's Shopify position peaked at $299K in Q2 2025.
  • 1,706 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Maia Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.