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Paces Ferry Wealth Advisors’s Shopify SHOP Stock Holding History

Paces Ferry 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 		$279K Sell
2,441
-129
-5% -$14.7K 0.1% 109
2026
Q1 		$305K Sell
2,570
-53
-2% -$6.96K 0.13% 99
2025
Q4 		$422K Sell
2,623
-121
-4% -$19.4K 0.17% 78
2025
Q3 		$408K Sell
2,744
-28
-1% -$3.8K 0.17% 72
2025
Q2 		$320K Sell
2,772
-47
-2% -$4.7K 0.15% 88
2025
Q1 		$269K Sell
2,819
-111
-4% -$12.1K 0.13% 99
2024
Q4 		$312K Sell
2,930
-403
-12% -$39.2K 0.15% 89
2024
Q3 		$267K Sell
3,333
-125
-4% -$8.63K 0.15% 97
2024
Q2 		$228K Buy
3,458
+523
+18% +$34.7K 0.14% 103
2024
Q1 		$226K Sell
2,935
-268
-8% -$21.2K 0.15% 99
2023
Q4 		$250K Buy
+3,203
New +$205K 0.17% 91
2023
Q3 		– Sell
-3,797
Closed -$245K – 111
2023
Q2 		$245K Sell
3,797
-989
-21% -$55.9K 0.18% 95
2023
Q1 		$229K Buy
+4,786
New +$211K 0.19% 101
2022
Q2 		– Sell
-4,200
Closed -$284K – 115
2022
Q1 		$284K Buy
+4,200
New +$345K 0.23% 88

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

Paces Ferry Wealth Advisors's SHOP Position: Q2 2026 in Review

Paces Ferry Wealth Advisors reduced its Shopify (SHOP) stake by 5% in Q2 2026, selling an estimated $14.7K and leaving 2,441 shares worth $279K. The position accounts for 0.1% of the portfolio, ranked #109.

Paces Ferry Wealth Advisors first reported a position in SHOP in Q1 2022 and has held it in 14 quarters since. The position peaked at $422K in Q4 2025. 1,711 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Paces Ferry Wealth Advisors held 2,441 shares of Shopify worth $279K as of Q2 2026.
  • Paces Ferry Wealth Advisors sold 129 Shopify shares in Q2 2026, an estimated $14.7K.
  • Shopify made up 0.1% of Paces Ferry Wealth Advisors's portfolio in Q2 2026, its #109 holding.
  • Paces Ferry Wealth Advisors first reported a position in Shopify in Q1 2022 and has held it in 14 quarters since.
  • Paces Ferry Wealth Advisors's Shopify position peaked at $422K in Q4 2025.
  • 1,711 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

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