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Vision Retirement’s Shopify SHOP Stock Holding History

Vision Retirement’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 		$34.3K Sell
300
-4
-1% -$456 0.01% 281
2026
Q1 		$36.1K Buy
304
+4
+1% +$526 0.01% 253
2025
Q4 		$48.3K Buy
+300
New +$48.2K 0.01% 236

Other funds holding SHOP

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Vision Retirement's SHOP Position: Q2 2026 in Review

Vision Retirement reduced its Shopify (SHOP) stake by 1.3% in Q2 2026, selling an estimated $456 and leaving 300 shares worth $34.3K. The position accounts for 0.01% of the portfolio, ranked #281.

Vision Retirement first reported a position in SHOP in Q4 2025 and has held it in 3 quarters since. The position peaked at $48.3K in Q4 2025. 1,622 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Vision Retirement held 300 shares of Shopify worth $34.3K as of Q2 2026.
  • Vision Retirement sold 4 Shopify shares in Q2 2026, an estimated $456.
  • Shopify made up 0.01% of Vision Retirement's portfolio in Q2 2026, its #281 holding.
  • Vision Retirement first reported a position in Shopify in Q4 2025 and has held it in 3 quarters since.
  • Vision Retirement's Shopify position peaked at $48.3K in Q4 2025.
  • 1,622 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.