MFS
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Miller Financial Services’s Shopify SHOP Stock Holding History

Miller Financial Services’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 		$689K Buy
6,031
+520
+9% +$59.3K 0.55% 59
2026
Q1 		$654K Buy
5,511
+14
+0.3% +$1.84K 0.72% 46
2025
Q4 		$885K Sell
5,497
-480
-8% -$77.1K 1.04% 26
2025
Q3 		$888K Sell
5,977
-271
-4% -$36.7K 1.03% 27
2025
Q2 		$721K Buy
6,248
+290
+5% +$29K 0.92% 33
2025
Q1 		$569K Sell
5,958
-286
-5% -$31.2K 0.82% 40
2024
Q4 		$664K Buy
+6,244
New +$607K 0.56% 50

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

Miller Financial Services's SHOP Position: Q2 2026 in Review

Miller Financial Services increased its Shopify (SHOP) stake by 9.4% in Q2 2026, buying an estimated $59.3K and bringing the position to 6,031 shares worth $689K. The position accounts for 0.55% of the portfolio, ranked #59.

Miller Financial Services first reported a position in SHOP in Q4 2024 and has held it in 7 quarters since. The position peaked at $888K in Q3 2025. 1,712 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Miller Financial Services held 6,031 shares of Shopify worth $689K as of Q2 2026.
  • Miller Financial Services bought 520 Shopify shares in Q2 2026, an estimated $59.3K.
  • Shopify made up 0.55% of Miller Financial Services's portfolio in Q2 2026, its #59 holding.
  • Miller Financial Services first reported a position in Shopify in Q4 2024 and has held it in 7 quarters since.
  • Miller Financial Services's Shopify position peaked at $888K in Q3 2025.
  • 1,712 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Miller Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.