UF
SHOP icon

Univest Financial’s Shopify SHOP Stock Holding History

Univest Financial’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 		$245K Hold
2,150
– – 0.01% 250
2026
Q1 		$255K Hold
2,150
– – 0.01% 233
2025
Q4 		$346K Buy
2,150
+50
+2% +$8.03K 0.02% 221
2025
Q3 		$312K Sell
2,100
-30
-1% -$4.07K 0.02% 225
2025
Q2 		$246K Hold
2,130
– – 0.01% 239
2025
Q1 		$203K Buy
+2,130
New +$232K 0.01% 270

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

Univest Financial's SHOP Position: Q2 2026 in Review

Univest Financial held its Shopify (SHOP) position steady in Q2 2026 at 2,150 shares worth $245K. The position accounts for 0.01% of the portfolio, ranked #250.

Univest Financial first reported a position in SHOP in Q1 2025 and has held it in 6 quarters since. The position peaked at $346K in Q4 2025. 1,706 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Univest Financial held 2,150 shares of Shopify worth $245K as of Q2 2026.
  • Univest Financial left its Shopify share count unchanged in Q2 2026.
  • Shopify made up 0.01% of Univest Financial's portfolio in Q2 2026, its #250 holding.
  • Univest Financial first reported a position in Shopify in Q1 2025 and has held it in 6 quarters since.
  • Univest Financial's Shopify position peaked at $346K in Q4 2025.
  • 1,706 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Univest Financial's 13F filing for Q2 2026, filed 7 Aug 2026.