UFPG
SHOP icon

United Financial Planning Group’s Shopify SHOP Stock Holding History

United Financial Planning Group’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 		$7.76K Buy
+68
New +$7.76K ﹤0.01% 292
2026
Q1 		– Sell
-140
Closed -$22.5K – 600
2025
Q4 		$22.5K Buy
+140
New +$22.5K 0.01% 131

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

United Financial Planning Group's SHOP Position: Q2 2026 in Review

United Financial Planning Group opened a new position in Shopify (SHOP) in Q2 2026: 68 shares worth $7.76K. The stake represents ﹤0.01% of the portfolio and ranks #292 among its holdings. This is a return to the name: United Financial Planning Group previously reported a position in SHOP as recently as Q4 2025.

United Financial Planning Group first reported a position in SHOP in Q4 2025 and has held it in 2 quarters since. The position peaked at $22.5K in Q4 2025. 1,707 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • United Financial Planning Group held 68 shares of Shopify worth $7.76K as of Q2 2026.
  • Shopify was a new United Financial Planning Group position in Q2 2026.
  • Shopify made up ﹤0.01% of United Financial Planning Group's portfolio in Q2 2026, its #292 holding.
  • United Financial Planning Group first reported a position in Shopify in Q4 2025 and has held it in 2 quarters since.
  • United Financial Planning Group's Shopify position peaked at $22.5K in Q4 2025.
  • 1,707 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.