MAM
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McLean Asset Management’s Shopify SHOP Stock Holding History

McLean Asset Management’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 		$233K Sell
1,993
-134
-6% -$15.3K 0.03% 168
2026
Q1 		$252K Hold
2,127
– – 0.04% 147
2025
Q4 		$335K Buy
2,127
+241
+13% +$38.7K 0.06% 122
2025
Q3 		$310K Buy
1,886
+8
+0.4% +$1.08K 0.06% 131
2025
Q2 		$215K Buy
+1,878
New +$188K 0.06% 158

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

McLean Asset Management's SHOP Position: Q2 2026 in Review

McLean Asset Management reduced its Shopify (SHOP) stake by 6.3% in Q2 2026, selling an estimated $15.3K and leaving 1,993 shares worth $233K. The position accounts for 0.03% of the portfolio, ranked #168.

McLean Asset Management first reported a position in SHOP in Q2 2025 and has held it in 5 quarters since. The position peaked at $335K in Q4 2025. 1,712 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • McLean Asset Management held 1,993 shares of Shopify worth $233K as of Q2 2026.
  • McLean Asset Management sold 134 Shopify shares in Q2 2026, an estimated $15.3K.
  • Shopify made up 0.03% of McLean Asset Management's portfolio in Q2 2026, its #168 holding.
  • McLean Asset Management first reported a position in Shopify in Q2 2025 and has held it in 5 quarters since.
  • McLean Asset Management's Shopify position peaked at $335K in Q4 2025.
  • 1,712 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on McLean Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.