Rothschild Investment LLC’s Shopify SHOP Stock Holding History

Rothschild Investment LLC’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	$54.5K	Buy	477 +285	+148%	+$32.5K	﹤0.01%	1225
2026 Q1	$22.8K	Sell	192 -45	-19%	-$5.91K	﹤0.01%	1364
2025 Q4	$38.2K	Sell	237 -134	-36%	-$21.5K	﹤0.01%	1105
2025 Q3	$55.1K	Buy	371 +138	+59%	+$18.7K	﹤0.01%	963
2025 Q2	$26.9K	Buy	233 +75	+47%	+$7.5K	﹤0.01%	956
2025 Q1	$15.1K	Buy	158 +125	+379%	+$13.6K	﹤0.01%	1075
2024 Q4	$3.51K	Hold	33	–	–	﹤0.01%	1492
2024 Q3	$2.65K	Sell	33 -112	-77%	-$7.74K	﹤0.01%	1580
2024 Q2	$9.58K	Buy	+145	New	+$9.62K	﹤0.01%	1108

Other funds holding SHOP

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

VCM

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

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

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Rothschild Investment LLC's SHOP Position: Q2 2026 in Review

Rothschild Investment LLC increased its Shopify (SHOP) stake by 148% in Q2 2026, buying an estimated $32.5K and bringing the position to 477 shares worth $54.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1225.

Rothschild Investment LLC first reported a position in SHOP in Q2 2024 and has held it in 9 quarters since. The position peaked at $55.1K in Q3 2025. 1,415 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

Rothschild Investment LLC held 477 shares of Shopify worth $54.5K as of Q2 2026.
Rothschild Investment LLC bought 285 Shopify shares in Q2 2026, an estimated $32.5K.
Shopify made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1225 holding.
Rothschild Investment LLC first reported a position in Shopify in Q2 2024 and has held it in 9 quarters since.
Rothschild Investment LLC's Shopify position peaked at $55.1K in Q3 2025.
1,415 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.