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SS&H Financial Advisors’s Shopify SHOP Stock Holding History

SS&H Financial Advisors’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 		$265K Buy
+2,320
New +$265K 0.07% 116
2025
Q4 		$373K Hold
2,320
– – 0.11% 104
2025
Q3 		$345K Hold
2,320
– – 0.1% 107
2025
Q2 		$268K Hold
2,320
– – 0.09% 111
2025
Q1 		$222K Hold
2,320
– – 0.08% 116
2024
Q4 		$247K Buy
+2,320
New +$226K 0.09% 115

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

SS&H Financial Advisors's SHOP Position: Q2 2026 in Review

SS&H Financial Advisors opened a new position in Shopify (SHOP) in Q2 2026: 2,320 shares worth $265K. The stake represents 0.07% of the portfolio and ranks #116 among its holdings. This is a return to the name: SS&H Financial Advisors previously reported a position in SHOP as recently as Q4 2025.

SS&H Financial Advisors first reported a position in SHOP in Q4 2024 and has held it in 6 quarters since. The position peaked at $373K in Q4 2025. 1,715 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • SS&H Financial Advisors held 2,320 shares of Shopify worth $265K as of Q2 2026.
  • Shopify was a new SS&H Financial Advisors position in Q2 2026.
  • Shopify made up 0.07% of SS&H Financial Advisors's portfolio in Q2 2026, its #116 holding.
  • SS&H Financial Advisors first reported a position in Shopify in Q4 2024 and has held it in 6 quarters since.
  • SS&H Financial Advisors's Shopify position peaked at $373K in Q4 2025.
  • 1,715 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on SS&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.