Trueblood Wealth Management’s Shopify SHOP Stock Holding History

Trueblood Wealth 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	$389K	Sell	3,405 -112	-3%	-$12.8K	0.14%	181
2026 Q1	$417K	Buy	3,517 +25	+0.7%	+$3.29K	0.16%	164
2025 Q4	$562K	Buy	3,492 +179	+5%	+$28.7K	0.22%	139
2025 Q3	$492K	Hold	3,313	–	–	0.19%	149
2025 Q2	$382K	Hold	3,313	–	–	0.16%	176
2025 Q1	$316K	Hold	3,313	–	–	0.15%	183
2024 Q4	$352K	Sell	3,313 -20	-0.6%	-$1.95K	0.17%	165
2024 Q3	$267K	Hold	3,333	–	–	0.13%	187
2024 Q2	$220K	Sell	3,333 -300	-8%	-$19.9K	0.12%	203
2024 Q1	$280K	Buy	3,633 +366	+11%	+$28.9K	0.16%	167
2023 Q4	$254K	Buy	+3,267	New	+$209K	0.16%	171

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

Trueblood Wealth Management's SHOP Position: Q2 2026 in Review

Trueblood Wealth Management reduced its Shopify (SHOP) stake by 3.2% in Q2 2026, selling an estimated $12.8K and leaving 3,405 shares worth $389K. The position accounts for 0.14% of the portfolio, ranked #181.

Trueblood Wealth Management first reported a position in SHOP in Q4 2023 and has held it in 11 quarters since. The position peaked at $562K in Q4 2025. 1,706 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

Trueblood Wealth Management held 3,405 shares of Shopify worth $389K as of Q2 2026.
Trueblood Wealth Management sold 112 Shopify shares in Q2 2026, an estimated $12.8K.
Shopify made up 0.14% of Trueblood Wealth Management's portfolio in Q2 2026, its #181 holding.
Trueblood Wealth Management first reported a position in Shopify in Q4 2023 and has held it in 11 quarters since.
Trueblood Wealth Management's Shopify position peaked at $562K in Q4 2025.
1,706 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Trueblood Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.