Portside Wealth Group’s Shopify SHOP Stock Holding History

Portside Wealth Group’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	$3.84M	Sell	33,646 -3,103	-8%	-$354K	0.45%	51
2026 Q1	$4.36M	Sell	36,749 -9,475	-20%	-$1.24M	0.59%	39
2025 Q4	$7.44M	Sell	46,224 -11,544	-20%	-$1.85M	1%	18
2025 Q3	$8.58M	Sell	57,768 -11,439	-17%	-$1.55M	1.18%	14
2025 Q2	$7.98M	Sell	69,207 -1,639	-2%	-$164K	1.18%	12
2025 Q1	$6.76M	Sell	70,846 -2,162	-3%	-$236K	1.1%	14
2024 Q4	$7.76M	Sell	73,008 -4,334	-6%	-$422K	1.28%	13
2024 Q3	$6.2M	Buy	77,342 +20,062	+35%	+$1.39M	1.06%	18
2024 Q2	$3.78M	Buy	57,280 +45,066	+369%	+$2.99M	0.72%	33
2024 Q1	$943K	Buy	12,214 +1,556	+15%	+$123K	0.17%	133
2023 Q4	$830K	Buy	10,658 +1,375	+15%	+$87.8K	0.15%	147
2023 Q3	$507K	Buy	9,283 +1,240	+15%	+$75.1K	0.1%	192
2023 Q2	$520K	Buy	+8,043	New	+$455K	0.1%	194

Other funds holding SHOP

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Portside Wealth Group's SHOP Position: Q2 2026 in Review

Portside Wealth Group reduced its Shopify (SHOP) stake by 8.4% in Q2 2026, selling an estimated $354K and leaving 33,646 shares worth $3.84M. The position accounts for 0.45% of the portfolio, ranked #51.

Portside Wealth Group first reported a position in SHOP in Q2 2023 and has held it in 13 quarters since. The position peaked at $8.58M in Q3 2025. 1,705 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

Portside Wealth Group held 33,646 shares of Shopify worth $3.84M as of Q2 2026.
Portside Wealth Group sold 3,103 Shopify shares in Q2 2026, an estimated $354K.
Shopify made up 0.45% of Portside Wealth Group's portfolio in Q2 2026, its #51 holding.
Portside Wealth Group first reported a position in Shopify in Q2 2023 and has held it in 13 quarters since.
Portside Wealth Group's Shopify position peaked at $8.58M in Q3 2025.
1,705 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.