RF
SHOP icon

Roxbury Financial’s Shopify SHOP Stock Holding History

Roxbury Financial’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 		$11.4K Buy
+100
New +$11.4K 0.01% 311
2026
Q1 		– Sell
-63
Closed -$10.1K – 405
2025
Q4 		$10.1K Sell
63
-6
-9% -$963 0.01% 295
2025
Q3 		$10.3K Hold
69
– – 0.01% 287
2025
Q2 		$7.96K Buy
69
+10
+17% +$1K 0.01% 291
2025
Q1 		$6.61K Hold
59
– – 0.01% 292
2024
Q4 		$6.82K Buy
+59
New +$5.74K 0.01% 320

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

Roxbury Financial's SHOP Position: Q2 2026 in Review

Roxbury Financial opened a new position in Shopify (SHOP) in Q2 2026: 100 shares worth $11.4K. The stake represents 0.01% of the portfolio and ranks #311 among its holdings. This is a return to the name: Roxbury Financial previously reported a position in SHOP as recently as Q4 2025.

Roxbury Financial first reported a position in SHOP in Q4 2024 and has held it in 6 quarters since. 1,705 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Roxbury Financial held 100 shares of Shopify worth $11.4K as of Q2 2026.
  • Shopify was a new Roxbury Financial position in Q2 2026.
  • Shopify made up 0.01% of Roxbury Financial's portfolio in Q2 2026, its #311 holding.
  • Roxbury Financial first reported a position in Shopify in Q4 2024 and has held it in 6 quarters since.
  • 1,705 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.