Strategic Wealth Partners’s Shopify SHOP Stock Holding History

Strategic Wealth Partners’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	$24K	Sell	210 -359	-63%	-$41K	﹤0.01%	703
2026 Q1	$67.5K	Buy	569 +141	+33%	+$18.5K	﹤0.01%	460
2025 Q4	$68.9K	Buy	428 +33	+8%	+$5.3K	﹤0.01%	462
2025 Q3	$58.7K	Hold	395	–	–	﹤0.01%	520
2025 Q2	$45.6K	Buy	+395	New	+$39.5K	﹤0.01%	506
2019 Q4	–	Sell	-750	Closed	-$23	–	438
2019 Q3	$23	Hold	750	–	–	﹤0.01%	374
2019 Q2	$22K	Sell	750 -2,300	-75%	-$59.9K	0.01%	320
2019 Q1	$63K	Hold	3,050	–	–	0.03%	214
2018 Q4	$47K	Buy	3,050 +2,300	+307%	+$32.4K	0.02%	240
2018 Q3	$12K	Hold	750	–	–	0.01%	431
2018 Q2	$11K	Hold	750	–	–	0.01%	506
2018 Q1	$9K	Buy	750 +410	+121%	+$5.31K	﹤0.01%	574
2017 Q4	$4K	Buy	+340	New	+$3.48K	﹤0.01%	639

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

Strategic Wealth Partners's SHOP Position: Q2 2026 in Review

Strategic Wealth Partners reduced its Shopify (SHOP) stake by 63% in Q2 2026, selling an estimated $41K and leaving 210 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #703.

Strategic Wealth Partners first reported a position in SHOP in Q4 2017 and has held it in 13 quarters since. The position peaked at $68.9K in Q4 2025. 1,714 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

Strategic Wealth Partners held 210 shares of Shopify worth $24K as of Q2 2026.
Strategic Wealth Partners sold 359 Shopify shares in Q2 2026, an estimated $41K.
Shopify made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #703 holding.
Strategic Wealth Partners first reported a position in Shopify in Q4 2017 and has held it in 13 quarters since.
Strategic Wealth Partners's Shopify position peaked at $68.9K in Q4 2025.
1,714 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.