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Prosperity Financial Group’s Shopify SHOP Stock Holding History

Prosperity Financial 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 		$496K Buy
4,346
+1,893
+77% +$216K 0.15% 125
2026
Q1 		$291K Buy
2,453
+5
+0.2% +$657 0.11% 149
2025
Q4 		$394K Buy
2,448
+200
+9% +$32.1K 0.14% 123
2025
Q3 		$334K Buy
2,248
+47
+2% +$6.37K 0.12% 126
2025
Q2 		$254K Sell
2,201
-59
-3% -$5.9K 0.11% 138
2025
Q1 		$216K Sell
2,260
-50
-2% -$5.45K 0.11% 145
2024
Q4 		$246K Buy
+2,310
New +$225K 0.12% 138
2024
Q2 		– Sell
-2,680
Closed -$207K – 152
2024
Q1 		$207K Hold
2,680
– – 0.13% 134
2023
Q4 		$209K Buy
+2,680
New +$171K 0.14% 120
2023
Q3 		– Sell
-3,920
Closed -$253K – 139
2023
Q2 		$253K Buy
+3,920
New +$222K 0.22% 99

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

Prosperity Financial Group's SHOP Position: Q2 2026 in Review

Prosperity Financial Group increased its Shopify (SHOP) stake by 77% in Q2 2026, buying an estimated $216K and bringing the position to 4,346 shares worth $496K. The position accounts for 0.15% of the portfolio, ranked #125.

Prosperity Financial Group first reported a position in SHOP in Q2 2023 and has held it in 10 quarters since. 1,705 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Prosperity Financial Group held 4,346 shares of Shopify worth $496K as of Q2 2026.
  • Prosperity Financial Group bought 1,893 Shopify shares in Q2 2026, an estimated $216K.
  • Shopify made up 0.15% of Prosperity Financial Group's portfolio in Q2 2026, its #125 holding.
  • Prosperity Financial Group first reported a position in Shopify in Q2 2023 and has held it in 10 quarters since.
  • 1,705 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Prosperity Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.