Westmount Partners’s Shopify SHOP Stock Holding History

Westmount Partners’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	$663K	Buy	5,806 +506	+10%	+$57.7K	0.15%	117
2026 Q1	$629K	Sell	5,300 -77	-1%	-$10.1K	0.15%	120
2025 Q4	$866K	Buy	5,377 +270	+5%	+$43.4K	0.22%	87
2025 Q3	$764K	Hold	5,107	–	–	0.2%	96
2025 Q2	$589K	Buy	5,107 +35	+0.7%	+$3.5K	0.16%	112
2025 Q1	$484K	Hold	5,072	–	–	0.15%	126
2024 Q4	$539K	Buy	5,072 +60	+1%	+$5.84K	0.16%	114
2024 Q3	$402K	Sell	5,012 -80	-2%	-$5.53K	0.12%	141
2024 Q2	$329K	Buy	5,092 +135	+3%	+$8.96K	0.11%	149
2024 Q1	$383K	Hold	4,957	–	–	0.14%	139
2023 Q4	$386K	Sell	4,957 -50	-1%	-$3.19K	0.16%	130
2023 Q3	$273K	Buy	5,007 +72	+1%	+$4.36K	0.12%	156
2023 Q2	$319K	Sell	4,935 -100	-2%	-$5.65K	0.14%	138
2023 Q1	$241K	Buy	+5,035	New	+$222K	0.11%	154

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

Westmount Partners's SHOP Position: Q2 2026 in Review

Westmount Partners increased its Shopify (SHOP) stake by 9.5% in Q2 2026, buying an estimated $57.7K and bringing the position to 5,806 shares worth $663K. The position accounts for 0.15% of the portfolio, ranked #117.

Westmount Partners first reported a position in SHOP in Q1 2023 and has held it in 14 quarters since. The position peaked at $866K in Q4 2025. 1,711 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

Westmount Partners held 5,806 shares of Shopify worth $663K as of Q2 2026.
Westmount Partners bought 506 Shopify shares in Q2 2026, an estimated $57.7K.
Shopify made up 0.15% of Westmount Partners's portfolio in Q2 2026, its #117 holding.
Westmount Partners first reported a position in Shopify in Q1 2023 and has held it in 14 quarters since.
Westmount Partners's Shopify position peaked at $866K in Q4 2025.
1,711 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Westmount Partners's 13F filing for Q2 2026, filed 7 Jul 2026.