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Marshall & Sterling Wealth Advisors’s Shopify SHOP Stock Holding History

Marshall & Sterling Wealth 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 		$2.28K Hold
20
– – ﹤0.01% 294
2026
Q1 		$2.37K Hold
20
– – ﹤0.01% 286
2025
Q4 		$3.22K Sell
20
-8
-29% -$1.28K ﹤0.01% 280
2025
Q3 		$4.16K Sell
28
-5
-15% -$678 ﹤0.01% 523
2025
Q2 		$3.81K Sell
33
-37
-53% -$3.7K ﹤0.01% 508
2025
Q1 		$6.68K Buy
70
+20
+40% +$2.18K ﹤0.01% 408
2024
Q4 		$5.32K Buy
+50
New +$4.86K ﹤0.01% 254

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

Marshall & Sterling Wealth Advisors's SHOP Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors held its Shopify (SHOP) position steady in Q2 2026 at 20 shares worth $2.28K. The position accounts for ﹤0.01% of the portfolio, ranked #294.

Marshall & Sterling Wealth Advisors first reported a position in SHOP in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.68K in Q1 2025. 1,715 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Marshall & Sterling Wealth Advisors held 20 shares of Shopify worth $2.28K as of Q2 2026.
  • Marshall & Sterling Wealth Advisors left its Shopify share count unchanged in Q2 2026.
  • Shopify made up ﹤0.01% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #294 holding.
  • Marshall & Sterling Wealth Advisors first reported a position in Shopify in Q4 2024 and has held it in 7 quarters since.
  • Marshall & Sterling Wealth Advisors's Shopify position peaked at $6.68K in Q1 2025.
  • 1,715 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.