Simplicity Wealth’s Shopify SHOP Stock Holding History

Simplicity Wealth’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	$1.37M	Sell	12,003 -4,216	-26%	-$481K	0.05%	352
2026 Q1	$1.92M	Sell	16,219 -1,690	-9%	-$222K	0.11%	184
2025 Q4	$2.88M	Sell	17,909 -6,476	-27%	-$1.04M	0.17%	133
2025 Q3	$3.62M	Buy	24,385 +8,298	+52%	+$1.12M	0.21%	111
2025 Q2	$1.86M	Sell	16,087 -11,177	-41%	-$1.12M	0.08%	225
2025 Q1	$2.6M	Buy	27,264 +19,023	+231%	+$2.07M	0.2%	124
2024 Q4	$876K	Buy	8,241 +582	+8%	+$56.6K	0.18%	103
2024 Q3	$614K	Sell	7,659 -9,661	-56%	-$667K	0.06%	264
2024 Q2	$1.14M	Sell	17,320 -2,435	-12%	-$162K	0.03%	491
2024 Q1	$1.52M	Buy	+19,755	New	+$1.56M	0.04%	412

Other funds holding SHOP

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Simplicity Wealth's SHOP Position: Q2 2026 in Review

Simplicity Wealth reduced its Shopify (SHOP) stake by 26% in Q2 2026, selling an estimated $481K and leaving 12,003 shares worth $1.37M. The position accounts for 0.05% of the portfolio, ranked #352.

Simplicity Wealth first reported a position in SHOP in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.62M in Q3 2025. 1,705 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

Simplicity Wealth held 12,003 shares of Shopify worth $1.37M as of Q2 2026.
Simplicity Wealth sold 4,216 Shopify shares in Q2 2026, an estimated $481K.
Shopify made up 0.05% of Simplicity Wealth's portfolio in Q2 2026, its #352 holding.
Simplicity Wealth first reported a position in Shopify in Q1 2024 and has held it in 10 quarters since.
Simplicity Wealth's Shopify position peaked at $3.62M in Q3 2025.
1,705 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.