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Summa Corp’s Shopify SHOP Stock Holding History

Summa Corp’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 		– Sell
-2,051
Closed -$243K – 89
2026
Q1 		$243K Hold
2,051
– – 0.1% 74
2025
Q4 		$330K Buy
+2,051
New +$329K 0.14% 64
2025
Q2 		– Sell
-2,978
Closed -$284K – 82
2025
Q1 		$284K Hold
2,978
– – 0.16% 56
2024
Q4 		$317K Hold
2,978
– – 0.16% 53
2024
Q3 		$239K Buy
+2,978
New +$206K 0.11% 59

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

Summa Corp's SHOP Position: Q2 2026 in Review

Summa Corp sold out of Shopify (SHOP) in Q2 2026, closing a stake of 2,051 shares — an estimated $243K sold.

Summa Corp first reported a position in SHOP in Q3 2024 and held it in 5 quarters. The position peaked at $330K in Q4 2025. 1,718 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Summa Corp reported no remaining Shopify position as of Q2 2026 after selling out during the quarter.
  • Summa Corp sold 2,051 Shopify shares in Q2 2026, an estimated $243K.
  • Summa Corp first reported a position in Shopify in Q3 2024 and held it in 5 quarters.
  • Summa Corp's Shopify position peaked at $330K in Q4 2025.
  • 1,718 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Summa Corp's 13F filing for Q2 2026, filed 6 Aug 2026.