PMFA
SHOP icon

Plante Moran Financial Advisors’s Shopify SHOP Stock Holding History

Plante Moran Financial 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 		$118K Buy
1,030
+470
+84% +$53.6K 0.01% 228
2026
Q1 		$66.4K Sell
560
-660
-54% -$86.7K ﹤0.01% 281
2025
Q4 		$196K Buy
1,220
+52
+4% +$8.35K 0.01% 172
2025
Q3 		$174K Sell
1,168
-124
-10% -$16.8K 0.01% 179
2025
Q2 		$149K Buy
1,292
+132
+11% +$13.2K 0.01% 189
2025
Q1 		$111K Sell
1,160
-46
-4% -$5.01K 0.01% 230
2024
Q4 		$128K Hold
1,206
– – 0.01% 222
2024
Q3 		$96.6K Sell
1,206
-51
-4% -$3.52K 0.01% 289
2024
Q2 		$83K Sell
1,257
-648
-34% -$43K 0.01% 271
2024
Q1 		$147K Sell
1,905
-627
-25% -$49.5K 0.02% 204
2023
Q4 		$197K Buy
2,532
+1,682
+198% +$107K 0.02% 170
2023
Q3 		$46.4K Hold
850
– – 0.01% 301
2023
Q2 		$54.9K Buy
850
+40
+5% +$2.26K 0.01% 290
2023
Q1 		$38.8K Hold
810
– – 0.01% 324
2022
Q4 		$28.1K Buy
810
+280
+53% +$9.56K ﹤0.01% 396
2022
Q3 		$14K Buy
530
+200
+61% +$6.8K ﹤0.01% 537
2022
Q2 		$10K Sell
330
-210
-39% -$8.97K ﹤0.01% 613
2022
Q1 		$37K Sell
540
-30
-5% -$2.46K 0.01% 378
2021
Q4 		$79K Sell
570
-210
-27% -$30.7K 0.01% 284
2021
Q3 		$106K Hold
780
– – 0.02% 263
2021
Q2 		$114K Sell
780
-2,140
-73% -$264K 0.03% 234
2021
Q1 		$323K Buy
2,920
+1,310
+81% +$158K 0.09% 120
2020
Q4 		$182K Sell
1,610
-1,690
-51% -$177K 0.06% 185
2020
Q3 		$338K Buy
3,300
+1,950
+144% +$194K 0.12% 96
2020
Q2 		$128K Buy
1,350
+610
+82% +$42.3K 0.05% 182
2020
Q1 		$31K Buy
740
+360
+95% +$16.2K 0.01% 327
2019
Q4 		$15K Sell
380
-3,950
-91% -$134K 0.01% 506
2019
Q3 		$135K Buy
4,330
+4,230
+4,230% +$145K 0.04% 207
2019
Q2 		$3K Buy
+100
New +$2.6K ﹤0.01% 702

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

Plante Moran Financial Advisors's SHOP Position: Q2 2026 in Review

Plante Moran Financial Advisors increased its Shopify (SHOP) stake by 84% in Q2 2026, buying an estimated $53.6K and bringing the position to 1,030 shares worth $118K. The position accounts for 0.01% of the portfolio, ranked #228.

Plante Moran Financial Advisors first reported a position in SHOP in Q2 2019 and has held it in 29 quarters since. The position peaked at $338K in Q3 2020. 1,705 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Plante Moran Financial Advisors held 1,030 shares of Shopify worth $118K as of Q2 2026.
  • Plante Moran Financial Advisors bought 470 Shopify shares in Q2 2026, an estimated $53.6K.
  • Shopify made up 0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #228 holding.
  • Plante Moran Financial Advisors first reported a position in Shopify in Q2 2019 and has held it in 29 quarters since.
  • Plante Moran Financial Advisors's Shopify position peaked at $338K in Q3 2020.
  • 1,705 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.