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Measured Wealth Private Client Group’s Shopify SHOP Stock Holding History

Measured Wealth Private Client Group’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
-10
Closed -$1.19K – 758
2026
Q1 		$1.19K Hold
10
– – ﹤0.01% 651
2025
Q4 		$1.61K Buy
+10
New +$1.61K ﹤0.01% 659
2018
Q4 		– Sell
-4,000
Closed -$66K – 590
2018
Q3 		$66K Buy
+4,000
New +$60.9K 0.04% 290

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

Measured Wealth Private Client Group's SHOP Position: Q2 2026 in Review

Measured Wealth Private Client Group sold out of Shopify (SHOP) in Q2 2026, closing a stake of 10 shares — an estimated $1.19K sold.

Measured Wealth Private Client Group first reported a position in SHOP in Q3 2018 and held it in 3 quarters. The position peaked at $66K in Q3 2018. 1,718 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Measured Wealth Private Client Group reported no remaining Shopify position as of Q2 2026 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 10 Shopify shares in Q2 2026, an estimated $1.19K.
  • Measured Wealth Private Client Group first reported a position in Shopify in Q3 2018 and held it in 3 quarters.
  • Measured Wealth Private Client Group's Shopify position peaked at $66K in Q3 2018.
  • 1,718 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.