Sustainable Growth Advisers’s Shopify SHOP Stock Holding History

Sustainable Growth Advisers’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	$8.46M	Sell	74,128 -6,959	-9%	-$794K	0.08%	43
2026 Q1	$9.62M	Buy	81,087 +20,436	+34%	+$2.69M	0.09%	43
2025 Q4	$9.76M	Sell	60,651 -30,191	-33%	-$4.85M	0.07%	43
2025 Q3	$13.5M	Sell	90,842 -37,820	-29%	-$5.13M	0.08%	39
2025 Q2	$14.8M	Buy	128,662 +13,577	+12%	+$1.36M	0.08%	38
2025 Q1	$11M	Buy	115,085 +8,306	+8%	+$905K	0.06%	40
2024 Q4	$11.4M	Sell	106,779 -47,522	-31%	-$4.62M	0.06%	41
2024 Q3	$12.4M	Buy	+154,301	New	+$10.7M	0.05%	41

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

Sustainable Growth Advisers's SHOP Position: Q2 2026 in Review

Sustainable Growth Advisers reduced its Shopify (SHOP) stake by 8.6% in Q2 2026, selling an estimated $794K and leaving 74,128 shares worth $8.46M. The position accounts for 0.08% of the portfolio, ranked #43.

Sustainable Growth Advisers first reported a position in SHOP in Q3 2024 and has held it in 8 quarters since. The position peaked at $14.8M in Q2 2025. 1,718 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

Sustainable Growth Advisers held 74,128 shares of Shopify worth $8.46M as of Q2 2026.
Sustainable Growth Advisers sold 6,959 Shopify shares in Q2 2026, an estimated $794K.
Shopify made up 0.08% of Sustainable Growth Advisers's portfolio in Q2 2026, its #43 holding.
Sustainable Growth Advisers first reported a position in Shopify in Q3 2024 and has held it in 8 quarters since.
Sustainable Growth Advisers's Shopify position peaked at $14.8M in Q2 2025.
1,718 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Sustainable Growth Advisers's 13F filing for Q2 2026, filed 10 Aug 2026.