PF
SHOP icon

PlanVest Financial’s Shopify SHOP Stock Holding History

PlanVest 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 		$50.9K Hold
446
– – 0.03% 219
2026
Q1 		$52.9K Buy
+446
New +$58.6K 0.04% 197

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

PlanVest Financial's SHOP Position: Q2 2026 in Review

PlanVest Financial held its Shopify (SHOP) position steady in Q2 2026 at 446 shares worth $50.9K. The position accounts for 0.03% of the portfolio, ranked #219.

PlanVest Financial first reported a position in SHOP in Q1 2026 and has held it in 2 quarters since. The position peaked at $52.9K in Q1 2026. 1,673 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • PlanVest Financial held 446 shares of Shopify worth $50.9K as of Q2 2026.
  • PlanVest Financial left its Shopify share count unchanged in Q2 2026.
  • Shopify made up 0.03% of PlanVest Financial's portfolio in Q2 2026, its #219 holding.
  • PlanVest Financial first reported a position in Shopify in Q1 2026 and has held it in 2 quarters since.
  • PlanVest Financial's Shopify position peaked at $52.9K in Q1 2026.
  • 1,673 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.