WA
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Waystone Advisors’s Shopify SHOP Stock Holding History

Waystone 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 		$214K Sell
1,876
-889
-32% -$101K 0.16% 108
2026
Q1 		$328K Sell
2,765
-60
-2% -$7.88K 0.29% 79
2025
Q4 		$455K Buy
+2,825
New +$454K 0.39% 57

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

Waystone Advisors's SHOP Position: Q2 2026 in Review

Waystone Advisors reduced its Shopify (SHOP) stake by 32% in Q2 2026, selling an estimated $101K and leaving 1,876 shares worth $214K. The position accounts for 0.16% of the portfolio, ranked #108.

Waystone Advisors first reported a position in SHOP in Q4 2025 and has held it in 3 quarters since. The position peaked at $455K in Q4 2025. 1,707 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Waystone Advisors held 1,876 shares of Shopify worth $214K as of Q2 2026.
  • Waystone Advisors sold 889 Shopify shares in Q2 2026, an estimated $101K.
  • Shopify made up 0.16% of Waystone Advisors's portfolio in Q2 2026, its #108 holding.
  • Waystone Advisors first reported a position in Shopify in Q4 2025 and has held it in 3 quarters since.
  • Waystone Advisors's Shopify position peaked at $455K in Q4 2025.
  • 1,707 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Waystone Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.