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Pacific Excel Wealth Advisors’s Shopify SHOP Stock Holding History

Pacific Excel 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
-2,304
Closed -$273K – 302
2026
Q1 		$273K Buy
2,304
+819
+55% +$108K 0.29% 98
2025
Q4 		$237K Buy
+1,485
New +$238K 0.45% 83

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

Pacific Excel Wealth Advisors's SHOP Position: Q2 2026 in Review

Pacific Excel Wealth Advisors sold out of Shopify (SHOP) in Q2 2026, closing a stake of 2,304 shares — an estimated $273K sold.

Pacific Excel Wealth Advisors first reported a position in SHOP in Q4 2025 and held it in 2 quarters. The position peaked at $273K in Q1 2026. 1,706 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Pacific Excel Wealth Advisors reported no remaining Shopify position as of Q2 2026 after selling out during the quarter.
  • Pacific Excel Wealth Advisors sold 2,304 Shopify shares in Q2 2026, an estimated $273K.
  • Pacific Excel Wealth Advisors first reported a position in Shopify in Q4 2025 and held it in 2 quarters.
  • Pacific Excel Wealth Advisors's Shopify position peaked at $273K in Q1 2026.
  • 1,706 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.