PWPS
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Pinnacle Wealth Planning Services’s Shopify SHOP Stock Holding History

Pinnacle Wealth Planning Services’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
-1,043
-30% -$119K 0.03% 404
2026
Q1 		$413K Buy
3,484
+718
+26% +$94.3K 0.04% 253
2025
Q4 		$445K Buy
2,766
+126
+5% +$20.2K 0.05% 227
2025
Q3 		$392K Sell
2,640
-58
-2% -$7.86K 0.05% 259
2025
Q2 		$311K Buy
2,698
+406
+18% +$40.6K 0.04% 286
2025
Q1 		$219K Buy
2,292
+22
+1% +$2.4K 0.03% 337
2024
Q4 		$241K Sell
2,270
-1,319
-37% -$128K 0.04% 311
2024
Q3 		$288K Buy
3,589
+17
+0.5% +$1.17K 0.04% 318
2024
Q2 		$236K Sell
3,572
-508
-12% -$33.7K 0.03% 362
2024
Q1 		$315K Buy
4,080
+856
+27% +$67.6K 0.05% 285
2023
Q4 		$251K Buy
+3,224
New +$206K 0.04% 322
2023
Q3 		– Sell
-3,538
Closed -$229K – 481
2023
Q2 		$229K Buy
+3,538
New +$200K 0.04% 334
2022
Q3 		– Sell
-7,030
Closed -$220K – 439
2022
Q2 		$220K Buy
7,030
+180
+3% +$7.69K 0.04% 319
2022
Q1 		$463K Buy
6,850
+1,050
+18% +$86.2K 0.08% 178
2021
Q4 		$799K Buy
5,800
+140
+2% +$20.5K 0.16% 100
2021
Q3 		$767K Sell
5,660
-200
-3% -$30K 0.17% 92
2021
Q2 		$857K Buy
5,860
+600
+11% +$73.9K 0.2% 84
2021
Q1 		$582K Buy
5,260
+280
+6% +$33.8K 0.15% 107
2020
Q4 		$563K Buy
4,980
+1,080
+28% +$113K 0.13% 100
2020
Q3 		$399K Sell
3,900
-2,470
-39% -$246K 0.13% 120
2020
Q2 		$605K Buy
6,370
+380
+6% +$26.4K 0.2% 88
2020
Q1 		$249K Sell
5,990
-4,190
-41% -$189K 0.12% 159
2019
Q4 		$404K Sell
10,180
-400
-4% -$13.5K 0.19% 114
2019
Q3 		$329K Sell
10,580
-3,280
-24% -$112K 0.18% 112
2019
Q2 		$416K Sell
13,860
-3,760
-21% -$97.9K 0.25% 77
2019
Q1 		$364K Buy
+17,620
New +$311K 0.24% 79

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

Pinnacle Wealth Planning Services's SHOP Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Shopify (SHOP) stake by 30% in Q2 2026, selling an estimated $119K and leaving 2,441 shares worth $279K. The position accounts for 0.03% of the portfolio, ranked #404.

Pinnacle Wealth Planning Services first reported a position in SHOP in Q1 2019 and has held it in 26 quarters since. The position peaked at $857K in Q2 2021. 1,711 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Pinnacle Wealth Planning Services held 2,441 shares of Shopify worth $279K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 1,043 Shopify shares in Q2 2026, an estimated $119K.
  • Shopify made up 0.03% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #404 holding.
  • Pinnacle Wealth Planning Services first reported a position in Shopify in Q1 2019 and has held it in 26 quarters since.
  • Pinnacle Wealth Planning Services's Shopify position peaked at $857K in Q2 2021.
  • 1,711 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.