Sagespring Wealth Partners’s Shopify SHOP Stock Holding History

Sagespring Wealth Partners’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	$808K	Sell	7,073 -1,535	-18%	-$175K	0.01%	395
2026 Q1	$1.02M	Sell	8,608 -1,293	-13%	-$170K	0.02%	318
2025 Q4	$1.59M	Buy	9,901 +1,252	+14%	+$201K	0.03%	226
2025 Q3	$1.29M	Buy	8,649 +1,508	+21%	+$204K	0.03%	260
2025 Q2	$824K	Sell	7,141 -65	-0.9%	-$6.5K	0.02%	322
2025 Q1	$688K	Buy	7,206 +2,066	+40%	+$225K	0.02%	320
2024 Q4	$547K	Buy	+5,140	New	+$500K	0.01%	327

Other funds holding SHOP

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Sagespring Wealth Partners's SHOP Position: Q2 2026 in Review

Sagespring Wealth Partners reduced its Shopify (SHOP) stake by 18% in Q2 2026, selling an estimated $175K and leaving 7,073 shares worth $808K. The position accounts for 0.01% of the portfolio, ranked #395.

Sagespring Wealth Partners first reported a position in SHOP in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.59M in Q4 2025. 1,064 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

Sagespring Wealth Partners held 7,073 shares of Shopify worth $808K as of Q2 2026.
Sagespring Wealth Partners sold 1,535 Shopify shares in Q2 2026, an estimated $175K.
Shopify made up 0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #395 holding.
Sagespring Wealth Partners first reported a position in Shopify in Q4 2024 and has held it in 7 quarters since.
Sagespring Wealth Partners's Shopify position peaked at $1.59M in Q4 2025.
1,064 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.