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Perfromance Wealth Partners’s Shopify SHOP Stock Holding History

Perfromance 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 		$368K Buy
3,221
+324
+11% +$37K 0.01% 164
2026
Q1 		$344K Sell
2,897
-683
-19% -$89.7K 0.01% 153
2025
Q4 		$576K Buy
3,580
+1,093
+44% +$175K 0.02% 114
2025
Q3 		$370K Buy
+2,487
New +$337K 0.01% 149

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

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

Perfromance Wealth Partners increased its Shopify (SHOP) stake by 11% in Q2 2026, buying an estimated $37K and bringing the position to 3,221 shares worth $368K. The position accounts for 0.01% of the portfolio, ranked #164.

Perfromance Wealth Partners first reported a position in SHOP in Q3 2025 and has held it in 4 quarters since. The position peaked at $576K in Q4 2025. 1,714 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Perfromance Wealth Partners held 3,221 shares of Shopify worth $368K as of Q2 2026.
  • Perfromance Wealth Partners bought 324 Shopify shares in Q2 2026, an estimated $37K.
  • Shopify made up 0.01% of Perfromance Wealth Partners's portfolio in Q2 2026, its #164 holding.
  • Perfromance Wealth Partners first reported a position in Shopify in Q3 2025 and has held it in 4 quarters since.
  • Perfromance Wealth Partners's Shopify position peaked at $576K in Q4 2025.
  • 1,714 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Perfromance Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.