Western Pacific Wealth Management’s Shopify SHOP Stock Holding History

Western Pacific Wealth 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	$11.4K	Sell	100 -300	-75%	-$34.2K	0.01%	156
2026 Q1	$47.4K	Hold	400	–	–	0.05%	119
2025 Q4	$64.4K	Hold	400	–	–	0.06%	99
2025 Q3	$59.4K	Buy	+400	New	+$54.2K	0.06%	123
2025 Q1	–	Sell	-800	Closed	-$85.1K	–	208
2024 Q4	$85.1K	Buy	+800	New	+$77.8K	0.07%	112
2022 Q2	–	Sell	-190	Closed	-$12K	–	216
2022 Q1	$12K	Hold	190	–	–	0.01%	163
2021 Q4	$26K	Buy	+190	New	+$27.8K	0.02%	139

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

Western Pacific Wealth Management's SHOP Position: Q2 2026 in Review

Western Pacific Wealth Management reduced its Shopify (SHOP) stake by 75% in Q2 2026, selling an estimated $34.2K and leaving 100 shares worth $11.4K. The position accounts for 0.01% of the portfolio, ranked #156.

Western Pacific Wealth Management first reported a position in SHOP in Q4 2021 and has held it in 7 quarters since. The position peaked at $85.1K in Q4 2024. 1,705 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

Western Pacific Wealth Management held 100 shares of Shopify worth $11.4K as of Q2 2026.
Western Pacific Wealth Management sold 300 Shopify shares in Q2 2026, an estimated $34.2K.
Shopify made up 0.01% of Western Pacific Wealth Management's portfolio in Q2 2026, its #156 holding.
Western Pacific Wealth Management first reported a position in Shopify in Q4 2021 and has held it in 7 quarters since.
Western Pacific Wealth Management's Shopify position peaked at $85.1K in Q4 2024.
1,705 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Western Pacific Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.