Opal Wealth Advisors’s Shopify SHOP Stock Holding History

Opal 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	–	Sell	-972	Closed	-$115K	–	512
2026 Q1	$115K	Sell	972 -326	-25%	-$42.8K	0.03%	264
2025 Q4	$209K	Buy	+1,298	New	+$208K	0.05%	194
2025 Q3	–	Sell	-1,196	Closed	-$138K	–	480
2025 Q2	$138K	Buy	1,196 +186	+18%	+$18.6K	0.04%	235
2025 Q1	$96.4K	Buy	+1,010	New	+$110K	0.03%	278
2024 Q3	–	Sell	-1,269	Closed	-$83.8K	–	993
2024 Q2	$83.8K	Buy	+1,269	New	+$84.2K	0.03%	299

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

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

Opal Wealth Advisors sold out of Shopify (SHOP) in Q2 2026, closing a stake of 972 shares — an estimated $115K sold.

Opal Wealth Advisors first reported a position in SHOP in Q2 2024 and held it in 5 quarters. The position peaked at $209K in Q4 2025. 1,705 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

Opal Wealth Advisors reported no remaining Shopify position as of Q2 2026 after selling out during the quarter.
Opal Wealth Advisors sold 972 Shopify shares in Q2 2026, an estimated $115K.
Opal Wealth Advisors first reported a position in Shopify in Q2 2024 and held it in 5 quarters.
Opal Wealth Advisors's Shopify position peaked at $209K in Q4 2025.
1,705 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.