MAM
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Milestone Asset Management’s Shopify SHOP Stock Holding History

Milestone 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 		$2.91M Buy
+25,514
New +$2.91M 0.46% 67
2025
Q4 		– Sell
-14,058
Closed -$2.09M – 250
2025
Q3 		$2.09M Buy
14,058
+9,292
+195% +$1.26M 0.4% 51
2025
Q2 		$550K Buy
+4,766
New +$477K 0.12% 134

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

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

Milestone Asset Management opened a new position in Shopify (SHOP) in Q2 2026: 25,514 shares worth $2.91M. The stake represents 0.46% of the portfolio and ranks #67 among its holdings. This is a return to the name: Milestone Asset Management previously reported a position in SHOP as recently as Q3 2025.

Milestone Asset Management first reported a position in SHOP in Q2 2025 and has held it in 3 quarters since. 1,706 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Milestone Asset Management held 25,514 shares of Shopify worth $2.91M as of Q2 2026.
  • Shopify was a new Milestone Asset Management position in Q2 2026.
  • Shopify made up 0.46% of Milestone Asset Management's portfolio in Q2 2026, its #67 holding.
  • Milestone Asset Management first reported a position in Shopify in Q2 2025 and has held it in 3 quarters since.
  • 1,706 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Milestone Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.