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SFE Investment Counsel’s Shopify SHOP Stock Holding History

SFE Investment Counsel’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 		$414K Buy
3,630
+20
+0.6% +$2.28K 0.06% 114
2026
Q1 		$428K Hold
3,610
– – 0.07% 110
2025
Q4 		$581K Sell
3,610
-1,475
-29% -$237K 0.09% 106
2025
Q3 		$756K Buy
5,085
+2,965
+140% +$402K 0.12% 92
2025
Q2 		$245K Sell
2,120
-30
-1% -$3K 0.04% 128
2025
Q1 		$205K Hold
2,150
– – 0.04% 138
2024
Q4 		$229K Buy
+2,150
New +$209K 0.05% 105

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

SFE Investment Counsel's SHOP Position: Q2 2026 in Review

SFE Investment Counsel increased its Shopify (SHOP) stake by 0.55% in Q2 2026, buying an estimated $2.28K and bringing the position to 3,630 shares worth $414K. The position accounts for 0.06% of the portfolio, ranked #114.

SFE Investment Counsel first reported a position in SHOP in Q4 2024 and has held it in 7 quarters since. The position peaked at $756K in Q3 2025. 1,706 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • SFE Investment Counsel held 3,630 shares of Shopify worth $414K as of Q2 2026.
  • SFE Investment Counsel bought 20 Shopify shares in Q2 2026, an estimated $2.28K.
  • Shopify made up 0.06% of SFE Investment Counsel's portfolio in Q2 2026, its #114 holding.
  • SFE Investment Counsel first reported a position in Shopify in Q4 2024 and has held it in 7 quarters since.
  • SFE Investment Counsel's Shopify position peaked at $756K in Q3 2025.
  • 1,706 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on SFE Investment Counsel's 13F filing for Q2 2026, filed 5 Aug 2026.