MWP
SHOP icon

Momentum Wealth Planning’s Shopify SHOP Stock Holding History

Momentum Wealth Planning’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 		$192K Buy
+1,679
New +$192K 0.14% 38
2026
Q1 		– Sell
-5,898
Closed -$1.17M – 42
2025
Q4 		$1.17M Buy
5,898
+4,219
+251% +$677K 0.91% 21
2025
Q3 		$250K Sell
1,679
-2,104
-56% -$285K 0.19% 37
2025
Q2 		$436K Buy
+3,783
New +$378K 0.37% 30

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

Momentum Wealth Planning's SHOP Position: Q2 2026 in Review

Momentum Wealth Planning opened a new position in Shopify (SHOP) in Q2 2026: 1,679 shares worth $192K. The stake represents 0.14% of the portfolio and ranks #38 among its holdings. This is a return to the name: Momentum Wealth Planning previously reported a position in SHOP as recently as Q4 2025.

Momentum Wealth Planning first reported a position in SHOP in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.17M in Q4 2025. 1,707 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Momentum Wealth Planning held 1,679 shares of Shopify worth $192K as of Q2 2026.
  • Shopify was a new Momentum Wealth Planning position in Q2 2026.
  • Shopify made up 0.14% of Momentum Wealth Planning's portfolio in Q2 2026, its #38 holding.
  • Momentum Wealth Planning first reported a position in Shopify in Q2 2025 and has held it in 4 quarters since.
  • Momentum Wealth Planning's Shopify position peaked at $1.17M in Q4 2025.
  • 1,707 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Momentum Wealth Planning's 13F filing for Q2 2026, filed 5 Aug 2026.