ViaWealth’s Shopify SHOP Stock Holding History

ViaWealth’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	$717K	Hold	6,282	–	–	0.36%	83
2026 Q1	$745K	Sell	6,282 -190	-3%	-$25K	0.41%	72
2025 Q4	$1.04M	Sell	6,472 -336	-5%	-$53.9K	0.59%	49
2025 Q3	$1.01M	Sell	6,808 -225	-3%	-$30.5K	0.55%	51
2025 Q2	$811K	Sell	7,033 -100	-1%	-$10K	0.48%	63
2025 Q1	$681K	Sell	7,133 -966	-12%	-$105K	0.42%	75
2024 Q4	$861K	Sell	8,099 -750	-8%	-$72.9K	0.52%	56
2024 Q3	$709K	Buy	8,849 +910	+11%	+$62.9K	0.41%	78
2024 Q2	$524K	Buy	7,939 +415	+6%	+$27.5K	0.33%	94
2024 Q1	$581K	Sell	7,524 -300	-4%	-$23.7K	0.36%	88
2023 Q4	$609K	Buy	7,824 +1,458	+23%	+$93.1K	0.42%	84
2023 Q3	$347K	Buy	6,366 +1,141	+22%	+$69.1K	0.26%	125
2023 Q2	$338K	Buy	5,225 +475	+10%	+$26.9K	0.25%	123
2023 Q1	$228K	Sell	4,750 -1,675	-26%	-$73.7K	0.18%	140
2022 Q4	$239K	Buy	+6,425	New	+$219K	0.2%	141

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

ViaWealth's SHOP Position: Q2 2026 in Review

ViaWealth held its Shopify (SHOP) position steady in Q2 2026 at 6,282 shares worth $717K. The position accounts for 0.36% of the portfolio, ranked #83.

ViaWealth first reported a position in SHOP in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.04M in Q4 2025. 1,712 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

ViaWealth held 6,282 shares of Shopify worth $717K as of Q2 2026.
ViaWealth left its Shopify share count unchanged in Q2 2026.
Shopify made up 0.36% of ViaWealth's portfolio in Q2 2026, its #83 holding.
ViaWealth first reported a position in Shopify in Q4 2022 and has held it in 15 quarters since.
ViaWealth's Shopify position peaked at $1.04M in Q4 2025.
1,712 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

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