VA
SHOP icon

VestGen Advisors’s Shopify SHOP Stock Holding History

VestGen Advisors’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 		$1.35M Buy
11,804
+111
+0.9% +$12.7K 0.04% 387
2026
Q1 		$1.17M Sell
11,693
-3,120
-21% -$410K 0.03% 419
2025
Q4 		$2.38M Sell
14,813
-64,618
-81% -$10.4M 0.1% 215
2025
Q3 		$11.8M Buy
79,431
+41,842
+111% +$5.67M 0.39% 52
2025
Q2 		$4.34M Buy
37,589
+17,800
+90% +$1.78M 0.17% 129
2025
Q1 		$1.89M Buy
+19,789
New +$2.16M 0.09% 214

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

VestGen Advisors's SHOP Position: Q2 2026 in Review

VestGen Advisors increased its Shopify (SHOP) stake by 0.95% in Q2 2026, buying an estimated $12.7K and bringing the position to 11,804 shares worth $1.35M. The position accounts for 0.04% of the portfolio, ranked #387.

VestGen Advisors first reported a position in SHOP in Q1 2025 and has held it in 6 quarters since. The position peaked at $11.8M in Q3 2025. 1,715 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • VestGen Advisors held 11,804 shares of Shopify worth $1.35M as of Q2 2026.
  • VestGen Advisors bought 111 Shopify shares in Q2 2026, an estimated $12.7K.
  • Shopify made up 0.04% of VestGen Advisors's portfolio in Q2 2026, its #387 holding.
  • VestGen Advisors first reported a position in Shopify in Q1 2025 and has held it in 6 quarters since.
  • VestGen Advisors's Shopify position peaked at $11.8M in Q3 2025.
  • 1,715 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.