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Washington Trust Advisors’s Shopify SHOP Stock Holding History

Washington Trust 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 		$141K Sell
1,234
-45
-4% -$5.13K 0.01% 258
2026
Q1 		$152K Sell
1,279
-89
-7% -$11.7K 0.01% 248
2025
Q4 		$220K Sell
1,368
-138
-9% -$22.2K 0.02% 216
2025
Q3 		$224K Buy
1,506
+237
+19% +$32.1K 0.02% 214
2025
Q2 		$146K Buy
1,269
+12
+1% +$1.2K 0.01% 224
2025
Q1 		$120K Buy
1,257
+22
+2% +$2.4K 0.01% 236
2024
Q4 		$131K Sell
1,235
-308
-20% -$30K 0.01% 228
2024
Q3 		$124K Buy
1,543
+653
+73% +$45.1K 0.01% 242
2024
Q2 		$58.8K Buy
890
+154
+21% +$10.2K 0.01% 299
2024
Q1 		$56.8K Hold
736
– – 0.01% 298
2023
Q4 		$57.3K Hold
736
– – 0.01% 292
2023
Q3 		$40.2K Hold
736
– – ﹤0.01% 331
2023
Q2 		$47.5K Sell
736
-21
-3% -$1.19K ﹤0.01% 298
2023
Q1 		$36.3K Buy
757
+150
+25% +$6.6K ﹤0.01% 345
2022
Q4 		$21.1K Sell
607
-1,009
-62% -$34.5K ﹤0.01% 412
2022
Q3 		$44K Sell
1,616
-184
-10% -$6.26K ﹤0.01% 405
2022
Q2 		$56K Buy
1,800
+440
+32% +$18.8K ﹤0.01% 381
2022
Q1 		$92K Buy
1,360
+560
+70% +$46K 0.01% 352
2021
Q4 		$110K Buy
+800
New +$117K 0.01% 350

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

Washington Trust Advisors's SHOP Position: Q2 2026 in Review

Washington Trust Advisors reduced its Shopify (SHOP) stake by 3.5% in Q2 2026, selling an estimated $5.13K and leaving 1,234 shares worth $141K. The position accounts for 0.01% of the portfolio, ranked #258.

Washington Trust Advisors first reported a position in SHOP in Q4 2021 and has held it in 19 quarters since. The position peaked at $224K in Q3 2025. 1,705 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Washington Trust Advisors held 1,234 shares of Shopify worth $141K as of Q2 2026.
  • Washington Trust Advisors sold 45 Shopify shares in Q2 2026, an estimated $5.13K.
  • Shopify made up 0.01% of Washington Trust Advisors's portfolio in Q2 2026, its #258 holding.
  • Washington Trust Advisors first reported a position in Shopify in Q4 2021 and has held it in 19 quarters since.
  • Washington Trust Advisors's Shopify position peaked at $224K in Q3 2025.
  • 1,705 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Washington Trust Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.