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Sound View Wealth Advisors Group’s Shopify SHOP Stock Holding History

Sound View Wealth Advisors Group’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 		$840K Sell
7,354
-2,559
-26% -$292K 0.05% 216
2026
Q1 		$1.18M Buy
9,913
+1,496
+18% +$197K 0.08% 171
2025
Q4 		$1.35M Sell
8,417
-61
-0.7% -$9.79K 0.09% 162
2025
Q3 		$1.26M Sell
8,478
-70
-0.8% -$9.49K 0.09% 172
2025
Q2 		$986K Sell
8,548
-368
-4% -$36.8K 0.07% 187
2025
Q1 		$851K Hold
8,916
– – 0.07% 191
2024
Q4 		$948K Sell
8,916
-15
-0.2% -$1.46K 0.08% 182
2024
Q3 		$716K Sell
8,931
-397
-4% -$27.4K 0.06% 220
2024
Q2 		$616K Buy
9,328
+131
+1% +$8.69K 0.06% 214
2024
Q1 		$710K Buy
9,197
+189
+2% +$14.9K 0.08% 201
2023
Q4 		$702K Sell
9,008
-19
-0.2% -$1.21K 0.08% 199
2023
Q3 		$493K Buy
9,027
+451
+5% +$27.3K 0.06% 222
2023
Q2 		$554K Sell
8,576
-138
-2% -$7.8K 0.07% 207
2023
Q1 		$418K Sell
8,714
-294
-3% -$12.9K 0.06% 239
2022
Q4 		$702K Buy
9,008
+868
+11% +$29.6K 0.08% 199
2022
Q3 		$219K Sell
8,140
-20
-0.2% -$680 0.05% 249
2022
Q2 		$255K Sell
8,160
-480
-6% -$20.5K 0.05% 240
2022
Q1 		$584K Sell
8,640
-290
-3% -$23.8K 0.11% 159
2021
Q4 		$1.23M Buy
8,930
+230
+3% +$33.6K 0.23% 106
2021
Q3 		$1.18M Buy
8,700
+140
+2% +$21K 0.25% 103
2021
Q2 		$1.25M Buy
8,560
+70
+0.8% +$8.63K 0.26% 96
2021
Q1 		$939K Buy
8,490
+10
+0.1% +$1.21K 0.22% 107
2020
Q4 		$960K Sell
8,480
-510
-6% -$53.5K 0.23% 100
2020
Q3 		$920K Buy
8,990
+340
+4% +$33.8K 0.24% 98
2020
Q2 		$821K Buy
8,650
+1,050
+14% +$72.9K 0.23% 103
2020
Q1 		$317K Buy
7,600
+1,620
+27% +$73K 0.11% 154
2019
Q4 		$238K Buy
+5,980
New +$202K 0.07% 220

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

Sound View Wealth Advisors Group's SHOP Position: Q2 2026 in Review

Sound View Wealth Advisors Group reduced its Shopify (SHOP) stake by 26% in Q2 2026, selling an estimated $292K and leaving 7,354 shares worth $840K. The position accounts for 0.05% of the portfolio, ranked #216.

Sound View Wealth Advisors Group first reported a position in SHOP in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.35M in Q4 2025. 1,715 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Sound View Wealth Advisors Group held 7,354 shares of Shopify worth $840K as of Q2 2026.
  • Sound View Wealth Advisors Group sold 2,559 Shopify shares in Q2 2026, an estimated $292K.
  • Shopify made up 0.05% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #216 holding.
  • Sound View Wealth Advisors Group first reported a position in Shopify in Q4 2019 and has held it in 27 quarters since.
  • Sound View Wealth Advisors Group's Shopify position peaked at $1.35M in Q4 2025.
  • 1,715 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.