SWTS
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Stonehaven Wealth & Tax Solutions’s Shopify SHOP Stock Holding History

Stonehaven Wealth & Tax Solutions’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 		$557K Buy
4,878
+1,843
+61% +$210K 0.45% 37
2026
Q1 		$360K Buy
3,035
+471
+18% +$61.9K 0.32% 55
2025
Q4 		$413K Buy
+2,564
New +$412K 0.37% 44

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

Stonehaven Wealth & Tax Solutions's SHOP Position: Q2 2026 in Review

Stonehaven Wealth & Tax Solutions increased its Shopify (SHOP) stake by 61% in Q2 2026, buying an estimated $210K and bringing the position to 4,878 shares worth $557K. The position accounts for 0.45% of the portfolio, ranked #37.

Stonehaven Wealth & Tax Solutions first reported a position in SHOP in Q4 2025 and has held it in 3 quarters since. 1,711 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Stonehaven Wealth & Tax Solutions held 4,878 shares of Shopify worth $557K as of Q2 2026.
  • Stonehaven Wealth & Tax Solutions bought 1,843 Shopify shares in Q2 2026, an estimated $210K.
  • Shopify made up 0.45% of Stonehaven Wealth & Tax Solutions's portfolio in Q2 2026, its #37 holding.
  • Stonehaven Wealth & Tax Solutions first reported a position in Shopify in Q4 2025 and has held it in 3 quarters since.
  • 1,711 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.