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Robertson Stephens Wealth Management’s Shopify SHOP Stock Holding History

Robertson Stephens 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 		$320K Buy
2,805
+156
+6% +$17.8K 0.01% 511
2026
Q1 		$314K Buy
2,649
+378
+17% +$49.7K 0.01% 506
2025
Q4 		$366K Sell
2,271
-7,722
-77% -$1.24M 0.01% 492
2025
Q3 		$1.49M Sell
9,993
-447
-4% -$60.6K 0.04% 211
2025
Q2 		$1.2M Buy
10,440
+2
+0% +$200 0.04% 243
2025
Q1 		$997K Sell
10,438
-407
-4% -$44.4K 0.03% 271
2024
Q4 		$1.15M Sell
10,845
-606
-5% -$58.9K 0.04% 247
2024
Q3 		$918K Sell
11,451
-205
-2% -$14.2K 0.03% 294
2024
Q2 		$770K Buy
11,656
+37
+0.3% +$2.45K 0.04% 265
2024
Q1 		$897K Hold
11,619
– – 0.05% 250
2023
Q4 		$905K Buy
11,619
+100
+0.9% +$6.39K 0.06% 234
2023
Q3 		$629K Buy
11,519
+3,194
+38% +$194K 0.04% 266
2023
Q2 		$538K Sell
8,325
-470
-5% -$26.6K 0.04% 267
2023
Q1 		$422K Hold
8,795
– – 0.03% 311
2022
Q4 		$305K Buy
+8,795
New +$300K 0.03% 324
2021
Q3 		– Sell
-1,500
Closed -$219K – 341
2021
Q2 		$219K Buy
+1,500
New +$185K 0.03% 308

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

Robertson Stephens Wealth Management's SHOP Position: Q2 2026 in Review

Robertson Stephens Wealth Management increased its Shopify (SHOP) stake by 5.9% in Q2 2026, buying an estimated $17.8K and bringing the position to 2,805 shares worth $320K. The position accounts for 0.01% of the portfolio, ranked #511.

Robertson Stephens Wealth Management first reported a position in SHOP in Q2 2021 and has held it in 16 quarters since. The position peaked at $1.49M in Q3 2025. 1,706 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Robertson Stephens Wealth Management held 2,805 shares of Shopify worth $320K as of Q2 2026.
  • Robertson Stephens Wealth Management bought 156 Shopify shares in Q2 2026, an estimated $17.8K.
  • Shopify made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #511 holding.
  • Robertson Stephens Wealth Management first reported a position in Shopify in Q2 2021 and has held it in 16 quarters since.
  • Robertson Stephens Wealth Management's Shopify position peaked at $1.49M in Q3 2025.
  • 1,706 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.