MWM
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Moran Wealth Management’s Shopify SHOP Stock Holding History

Moran Wealth 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 		$1.86M Buy
16,266
+10,088
+163% +$1.15M 0.05% 338
2026
Q1 		$733K Buy
6,178
+2,461
+66% +$323K 0.02% 388
2025
Q4 		$598K Buy
3,717
+697
+23% +$112K 0.02% 385
2025
Q3 		$449K Buy
3,020
+1,220
+68% +$165K 0.01% 415
2025
Q2 		$208K Buy
+1,800
New +$180K 0.01% 468

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

Moran Wealth Management's SHOP Position: Q2 2026 in Review

Moran Wealth Management increased its Shopify (SHOP) stake by 163% in Q2 2026, buying an estimated $1.15M and bringing the position to 16,266 shares worth $1.86M. The position accounts for 0.05% of the portfolio, ranked #338.

Moran Wealth Management first reported a position in SHOP in Q2 2025 and has held it in 5 quarters since. 1,711 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Moran Wealth Management held 16,266 shares of Shopify worth $1.86M as of Q2 2026.
  • Moran Wealth Management bought 10,088 Shopify shares in Q2 2026, an estimated $1.15M.
  • Shopify made up 0.05% of Moran Wealth Management's portfolio in Q2 2026, its #338 holding.
  • Moran Wealth Management first reported a position in Shopify in Q2 2025 and has held it in 5 quarters since.
  • 1,711 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

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