WIM
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WealthPlan Investment Management’s Shopify SHOP Stock Holding History

WealthPlan Investment Management’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 		$299K Sell
2,615
-318
-11% -$36.3K 0.01% 399
2026
Q1 		$348K Sell
2,933
-239
-8% -$31.4K 0.02% 363
2025
Q4 		$511K Buy
3,172
+782
+33% +$126K 0.03% 255
2025
Q3 		$355K Sell
2,390
-1,242
-34% -$168K 0.02% 255
2025
Q2 		$419K Buy
3,632
+1,060
+41% +$106K 0.03% 257
2025
Q1 		$246K Sell
2,572
-550
-18% -$59.9K 0.02% 244
2024
Q4 		$332K Buy
+3,122
New +$304K 0.03% 209

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

WealthPlan Investment Management's SHOP Position: Q2 2026 in Review

WealthPlan Investment Management reduced its Shopify (SHOP) stake by 11% in Q2 2026, selling an estimated $36.3K and leaving 2,615 shares worth $299K. The position accounts for 0.01% of the portfolio, ranked #399.

WealthPlan Investment Management first reported a position in SHOP in Q4 2024 and has held it in 7 quarters since. The position peaked at $511K in Q4 2025. 1,706 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • WealthPlan Investment Management held 2,615 shares of Shopify worth $299K as of Q2 2026.
  • WealthPlan Investment Management sold 318 Shopify shares in Q2 2026, an estimated $36.3K.
  • Shopify made up 0.01% of WealthPlan Investment Management's portfolio in Q2 2026, its #399 holding.
  • WealthPlan Investment Management first reported a position in Shopify in Q4 2024 and has held it in 7 quarters since.
  • WealthPlan Investment Management's Shopify position peaked at $511K in Q4 2025.
  • 1,706 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.