PF
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Phoenix Financial’s Shopify SHOP Stock Holding History

Phoenix Financial’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
-1,850
Closed -$219K – 568
2026
Q1 		$219K Buy
+1,850
New +$243K ﹤0.01% 447
2024
Q4 		– Sell
-7,402
Closed -$594K – 398
2024
Q3 		$594K Buy
+7,402
New +$511K 0.01% 238
2022
Q4 		– Sell
-12,955
Closed -$360K – 337
2022
Q3 		$360K Buy
+12,955
New +$441K 0.01% 267
2022
Q1 		– Sell
-6,500
Closed -$908K – 442
2021
Q4 		$908K Buy
+6,500
New +$950K 0.02% 250

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

Phoenix Financial's SHOP Position: Q2 2026 in Review

Phoenix Financial sold out of Shopify (SHOP) in Q2 2026, closing a stake of 1,850 shares — an estimated $219K sold.

Phoenix Financial first reported a position in SHOP in Q4 2021 and held it in 4 quarters. The position peaked at $908K in Q4 2021. 1,705 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Phoenix Financial reported no remaining Shopify position as of Q2 2026 after selling out during the quarter.
  • Phoenix Financial sold 1,850 Shopify shares in Q2 2026, an estimated $219K.
  • Phoenix Financial first reported a position in Shopify in Q4 2021 and held it in 4 quarters.
  • Phoenix Financial's Shopify position peaked at $908K in Q4 2021.
  • 1,705 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.