MT
SHOP icon

Midwest Trust’s Shopify SHOP Stock Holding History

Midwest Trust’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 		$7.14M Sell
62,515
-1,535
-2% -$175K 0.08% 183
2026
Q1 		$7.6M Buy
64,050
+65
+0.1% +$8.54K 0.09% 170
2025
Q4 		$10.3M Buy
63,985
+985
+2% +$158K 0.13% 150
2025
Q3 		$9.36M Sell
63,000
-815
-1% -$110K 0.12% 152
2025
Q2 		$7.36M Buy
+63,815
New +$6.38M 0.1% 169

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

Midwest Trust's SHOP Position: Q2 2026 in Review

Midwest Trust reduced its Shopify (SHOP) stake by 2.4% in Q2 2026, selling an estimated $175K and leaving 62,515 shares worth $7.14M. The position accounts for 0.08% of the portfolio, ranked #183.

Midwest Trust first reported a position in SHOP in Q2 2025 and has held it in 5 quarters since. The position peaked at $10.3M in Q4 2025. 1,705 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Midwest Trust held 62,515 shares of Shopify worth $7.14M as of Q2 2026.
  • Midwest Trust sold 1,535 Shopify shares in Q2 2026, an estimated $175K.
  • Shopify made up 0.08% of Midwest Trust's portfolio in Q2 2026, its #183 holding.
  • Midwest Trust first reported a position in Shopify in Q2 2025 and has held it in 5 quarters since.
  • Midwest Trust's Shopify position peaked at $10.3M in Q4 2025.
  • 1,705 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.