ORG Wealth Partners’s Shopify SHOP Stock Holding History

ORG Wealth Partners’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	$1.76M	Sell	15,445 -3,582	-19%	-$409K	0.26%	51
2026 Q1	$2.26M	Buy	19,027 +60	+0.3%	+$7.88K	0.44%	32
2025 Q4	$3.05M	Sell	18,967 -1,301	-6%	-$209K	0.72%	24
2025 Q3	$3.01M	Sell	20,268 -1,090	-5%	-$148K	0.64%	23
2025 Q2	$2.41M	Buy	21,358 +1,201	+6%	+$120K	0.58%	20
2025 Q1	$1.97M	Buy	20,157 +13,747	+214%	+$1.5M	0.6%	26
2024 Q4	$682K	Buy	6,410 +548	+9%	+$53.3K	0.21%	43
2024 Q3	$470K	Buy	+5,862	New	+$405K	0.16%	66

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

ORG Wealth Partners's SHOP Position: Q2 2026 in Review

ORG Wealth Partners reduced its Shopify (SHOP) stake by 19% in Q2 2026, selling an estimated $409K and leaving 15,445 shares worth $1.76M. The position accounts for 0.26% of the portfolio, ranked #51.

ORG Wealth Partners first reported a position in SHOP in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.05M in Q4 2025. 1,718 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

ORG Wealth Partners held 15,445 shares of Shopify worth $1.76M as of Q2 2026.
ORG Wealth Partners sold 3,582 Shopify shares in Q2 2026, an estimated $409K.
Shopify made up 0.26% of ORG Wealth Partners's portfolio in Q2 2026, its #51 holding.
ORG Wealth Partners first reported a position in Shopify in Q3 2024 and has held it in 8 quarters since.
ORG Wealth Partners's Shopify position peaked at $3.05M in Q4 2025.
1,718 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.