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Summit Wealth Group (Colorado)’s Shopify SHOP Stock Holding History

Summit Wealth Group (Colorado)’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 		$385K Buy
3,372
+122
+4% +$13.9K 0.03% 252
2026
Q1 		$386K Buy
3,250
+750
+30% +$98.5K 0.04% 214
2025
Q4 		$402K Buy
+2,500
New +$401K 0.05% 170
2025
Q3 		– Sell
-2,412
Closed -$278K – 421
2025
Q2 		$278K Buy
+2,412
New +$241K 0.07% 190

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

Summit Wealth Group (Colorado)'s SHOP Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its Shopify (SHOP) stake by 3.8% in Q2 2026, buying an estimated $13.9K and bringing the position to 3,372 shares worth $385K. The position accounts for 0.03% of the portfolio, ranked #252.

Summit Wealth Group (Colorado) first reported a position in SHOP in Q2 2025 and has held it in 4 quarters since. The position peaked at $402K in Q4 2025. 1,706 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Summit Wealth Group (Colorado) held 3,372 shares of Shopify worth $385K as of Q2 2026.
  • Summit Wealth Group (Colorado) bought 122 Shopify shares in Q2 2026, an estimated $13.9K.
  • Shopify made up 0.03% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #252 holding.
  • Summit Wealth Group (Colorado) first reported a position in Shopify in Q2 2025 and has held it in 4 quarters since.
  • Summit Wealth Group (Colorado)'s Shopify position peaked at $402K in Q4 2025.
  • 1,706 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.