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Vance Wealth’s Shopify SHOP Stock Holding History

Vance Wealth’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 		$310K Buy
2,719
+252
+10% +$28.8K 0.07% 105
2026
Q1 		$293K Hold
2,467
– – 0.08% 97
2025
Q4 		$397K Sell
2,467
-873
-26% -$140K 0.12% 81
2025
Q3 		$496K Sell
3,340
-1,108
-25% -$150K 0.15% 68
2025
Q2 		$513K Buy
4,448
+456
+11% +$45.6K 0.17% 66
2025
Q1 		$381K Sell
3,992
-1
-0% -$109 0.14% 75
2024
Q4 		$425K Buy
3,993
+40
+1% +$3.89K 0.16% 65
2024
Q3 		$317K Buy
+3,953
New +$273K 0.12% 76

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

Vance Wealth's SHOP Position: Q2 2026 in Review

Vance Wealth increased its Shopify (SHOP) stake by 10% in Q2 2026, buying an estimated $28.8K and bringing the position to 2,719 shares worth $310K. The position accounts for 0.07% of the portfolio, ranked #105.

Vance Wealth first reported a position in SHOP in Q3 2024 and has held it in 8 quarters since. The position peaked at $513K in Q2 2025. 1,711 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Vance Wealth held 2,719 shares of Shopify worth $310K as of Q2 2026.
  • Vance Wealth bought 252 Shopify shares in Q2 2026, an estimated $28.8K.
  • Shopify made up 0.07% of Vance Wealth's portfolio in Q2 2026, its #105 holding.
  • Vance Wealth first reported a position in Shopify in Q3 2024 and has held it in 8 quarters since.
  • Vance Wealth's Shopify position peaked at $513K in Q2 2025.
  • 1,711 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Vance Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.