Total Wealth Planning & Management’s Shopify SHOP Stock Holding History

Total Wealth Planning & Management’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	$235K	Buy	2,054 +76	+4%	+$8.67K	0.16%	192
2026 Q1	$235K	Buy	1,978 +56	+3%	+$7.36K	0.17%	177
2025 Q4	$309K	Buy	+1,922	New	+$309K	0.23%	153
2025 Q2	$216K	Buy	+1,875	New	+$188K	0.18%	187
2025 Q1	–	Sell	-2,179	Closed	-$232K	–	226
2024 Q4	$232K	Buy	+2,179	New	+$212K	0.21%	164

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

Total Wealth Planning & Management's SHOP Position: Q2 2026 in Review

Total Wealth Planning & Management increased its Shopify (SHOP) stake by 3.8% in Q2 2026, buying an estimated $8.67K and bringing the position to 2,054 shares worth $235K. The position accounts for 0.16% of the portfolio, ranked #192.

Total Wealth Planning & Management first reported a position in SHOP in Q4 2024 and has held it in 5 quarters since. The position peaked at $309K in Q4 2025. 1,718 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

Total Wealth Planning & Management held 2,054 shares of Shopify worth $235K as of Q2 2026.
Total Wealth Planning & Management bought 76 Shopify shares in Q2 2026, an estimated $8.67K.
Shopify made up 0.16% of Total Wealth Planning & Management's portfolio in Q2 2026, its #192 holding.
Total Wealth Planning & Management first reported a position in Shopify in Q4 2024 and has held it in 5 quarters since.
Total Wealth Planning & Management's Shopify position peaked at $309K in Q4 2025.
1,718 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.