Menard Financial Group’s Shopify SHOP Stock Holding History

Menard Financial 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	-9,274	Closed	-$1.1M	–	91
2026 Q1	$1.1M	Sell	9,274 -47	-0.5%	-$6.18K	0.77%	31
2025 Q4	$1.5M	Sell	9,321 -6	-0.1%	-$963	1.03%	22
2025 Q3	$1.39M	Sell	9,327 -29	-0.3%	-$3.93K	0.93%	27
2025 Q2	$1.08M	Sell	9,356 -404	-4%	-$40.4K	0.64%	36
2025 Q1	$916K	Sell	9,760 -69	-0.7%	-$7.52K	0.6%	39
2024 Q4	$1.05M	Sell	9,829 -1,009	-9%	-$98.1K	0.63%	35
2024 Q3	$869K	Sell	10,838 -153	-1%	-$10.6K	0.57%	39
2024 Q2	$726K	Buy	10,991 +233	+2%	+$15.5K	0.52%	41
2024 Q1	$830K	Buy	10,758 +897	+9%	+$70.9K	0.7%	32
2023 Q4	$768K	Buy	9,861 +1,697	+21%	+$108K	0.95%	23
2023 Q3	$446K	Buy	8,164 +3,947	+94%	+$239K	0.64%	37
2023 Q2	$272K	Buy	+4,217	New	+$238K	0.56%	43

Other funds holding SHOP

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Menard Financial Group's SHOP Position: Q2 2026 in Review

Menard Financial Group sold out of Shopify (SHOP) in Q2 2026, closing a stake of 9,274 shares — an estimated $1.1M sold.

Menard Financial Group first reported a position in SHOP in Q2 2023 and held it in 12 quarters. The position peaked at $1.5M in Q4 2025. 1,714 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

Menard Financial Group reported no remaining Shopify position as of Q2 2026 after selling out during the quarter.
Menard Financial Group sold 9,274 Shopify shares in Q2 2026, an estimated $1.1M.
Menard Financial Group first reported a position in Shopify in Q2 2023 and held it in 12 quarters.
Menard Financial Group's Shopify position peaked at $1.5M in Q4 2025.
1,714 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Menard Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.