PIS
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POM Investment Strategies’s Shopify SHOP Stock Holding History

POM Investment Strategies’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
-146
Closed -$17.3K – 442
2026
Q1 		$17.3K Buy
+146
New +$19.2K 0.02% 169
2025
Q1 		– Sell
-1,380
Closed -$147K – 342
2024
Q4 		$147K Hold
1,380
– – 0.11% 43
2024
Q3 		$111K Hold
1,380
– – 0.09% 48
2024
Q2 		$91.1K Hold
1,380
– – 0.07% 55
2024
Q1 		$106K Hold
1,380
– – 0.09% 48
2023
Q4 		$108K Buy
+1,380
New +$88.1K 0.1% 42

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

POM Investment Strategies's SHOP Position: Q2 2026 in Review

POM Investment Strategies sold out of Shopify (SHOP) in Q2 2026, closing a stake of 146 shares — an estimated $17.3K sold.

POM Investment Strategies first reported a position in SHOP in Q4 2023 and held it in 6 quarters. The position peaked at $147K in Q4 2024. 1,705 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • POM Investment Strategies reported no remaining Shopify position as of Q2 2026 after selling out during the quarter.
  • POM Investment Strategies sold 146 Shopify shares in Q2 2026, an estimated $17.3K.
  • POM Investment Strategies first reported a position in Shopify in Q4 2023 and held it in 6 quarters.
  • POM Investment Strategies's Shopify position peaked at $147K in Q4 2024.
  • 1,705 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on POM Investment Strategies's 13F filing for Q2 2026, filed 31 Jul 2026.