Reston Wealth Management’s Shopify SHOP Stock Holding History

Reston Wealth Management’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	-1,699	Closed	-$202K	–	67
2026 Q1	$202K	Sell	1,699 -55	-3%	-$7.23K	0.06%	62
2025 Q4	$282K	Sell	1,754 -35	-2%	-$5.62K	0.09%	50
2025 Q3	$266K	Buy	+1,789	New	+$243K	0.09%	47
2024 Q4	–	Sell	-1,597	Closed	-$128K	–	359
2024 Q3	$128K	Buy	+1,597	New	+$110K	0.05%	69

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

Reston Wealth Management's SHOP Position: Q2 2026 in Review

Reston Wealth Management sold out of Shopify (SHOP) in Q2 2026, closing a stake of 1,699 shares — an estimated $202K sold.

Reston Wealth Management first reported a position in SHOP in Q3 2024 and held it in 4 quarters. The position peaked at $282K in Q4 2025. 1,711 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

Reston Wealth Management reported no remaining Shopify position as of Q2 2026 after selling out during the quarter.
Reston Wealth Management sold 1,699 Shopify shares in Q2 2026, an estimated $202K.
Reston Wealth Management first reported a position in Shopify in Q3 2024 and held it in 4 quarters.
Reston Wealth Management's Shopify position peaked at $282K in Q4 2025.
1,711 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Reston Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.