OFO
SHOP icon

OneAscent Family Office’s Shopify SHOP Stock Holding History

OneAscent Family Office’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 		$242K Buy
+2,116
New +$241K 0.12% 204
2026
Q1 		– Sell
-1,572
Closed -$253K – 207
2025
Q4 		$253K Buy
+1,572
New +$252K 0.17% 133

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

OneAscent Family Office's SHOP Position: Q2 2026 in Review

OneAscent Family Office opened a new position in Shopify (SHOP) in Q2 2026: 2,116 shares worth $242K. The stake represents 0.12% of the portfolio and ranks #204 among its holdings. This is a return to the name: OneAscent Family Office previously reported a position in SHOP as recently as Q4 2025.

OneAscent Family Office first reported a position in SHOP in Q4 2025 and has held it in 2 quarters since. The position peaked at $253K in Q4 2025. 1,718 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • OneAscent Family Office held 2,116 shares of Shopify worth $242K as of Q2 2026.
  • Shopify was a new OneAscent Family Office position in Q2 2026.
  • Shopify made up 0.12% of OneAscent Family Office's portfolio in Q2 2026, its #204 holding.
  • OneAscent Family Office first reported a position in Shopify in Q4 2025 and has held it in 2 quarters since.
  • OneAscent Family Office's Shopify position peaked at $253K in Q4 2025.
  • 1,718 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on OneAscent Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.