One Wealth Advisors’s Shopify SHOP Stock Holding History

One Wealth Advisors’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	$384K	Sell	3,365 -193	-5%	-$22K	0.04%	219
2026 Q1	$422K	Buy	3,558 +1,948	+121%	+$256K	0.05%	189
2025 Q4	$259K	Hold	1,610	–	–	0.03%	260
2025 Q3	$239K	Buy	+1,610	New	+$218K	0.03%	274
2023 Q1	–	Sell	-1,720	Closed	-$59.7K	–	527
2022 Q4	$59.7K	Buy	+1,720	New	+$58.7K	0.01%	376
2022 Q1	–	Sell	-1,720	Closed	-$237K	–	225
2021 Q4	$237K	Hold	1,720	–	–	0.06%	171
2021 Q3	$233K	Hold	1,720	–	–	0.07%	182
2021 Q2	$251K	Buy	+1,720	New	+$212K	0.08%	144

Other funds holding SHOP

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

One Wealth Advisors's SHOP Position: Q2 2026 in Review

One Wealth Advisors reduced its Shopify (SHOP) stake by 5.4% in Q2 2026, selling an estimated $22K and leaving 3,365 shares worth $384K. The position accounts for 0.04% of the portfolio, ranked #219.

One Wealth Advisors first reported a position in SHOP in Q2 2021 and has held it in 8 quarters since. The position peaked at $422K in Q1 2026. 1,718 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

One Wealth Advisors held 3,365 shares of Shopify worth $384K as of Q2 2026.
One Wealth Advisors sold 193 Shopify shares in Q2 2026, an estimated $22K.
Shopify made up 0.04% of One Wealth Advisors's portfolio in Q2 2026, its #219 holding.
One Wealth Advisors first reported a position in Shopify in Q2 2021 and has held it in 8 quarters since.
One Wealth Advisors's Shopify position peaked at $422K in Q1 2026.
1,718 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on One Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.