Triad Wealth Partners’s Shopify SHOP Stock Holding History

Triad 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	–	Sell	-3,184	Closed	-$378K	–	601
2026 Q1	$378K	Buy	3,184 +165	+5%	+$21.7K	0.03%	346
2025 Q4	$486K	Buy	3,019 +228	+8%	+$36.6K	0.05%	276
2025 Q3	$415K	Buy	+2,791	New	+$378K	0.05%	231
2024 Q3	–	Sell	-91	Closed	-$6.01K	–	751
2024 Q2	$6.01K	Buy	+91	New	+$6.04K	﹤0.01%	532

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

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

Triad Wealth Partners sold out of Shopify (SHOP) in Q2 2026, closing a stake of 3,184 shares — an estimated $378K sold.

Triad Wealth Partners first reported a position in SHOP in Q2 2024 and held it in 4 quarters. The position peaked at $486K in Q4 2025. 1,706 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

Triad Wealth Partners reported no remaining Shopify position as of Q2 2026 after selling out during the quarter.
Triad Wealth Partners sold 3,184 Shopify shares in Q2 2026, an estimated $378K.
Triad Wealth Partners first reported a position in Shopify in Q2 2024 and held it in 4 quarters.
Triad Wealth Partners's Shopify position peaked at $486K in Q4 2025.
1,706 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.