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Whipplewood Advisors’s Shopify SHOP Stock Holding History

Whipplewood 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 		$3.2K Sell
28
-661
-96% -$75.4K ﹤0.01% 371
2026
Q1 		$81.7K Buy
689
+652
+1,762% +$85.7K 0.04% 216
2025
Q4 		$5.96K Buy
+37
New +$5.94K ﹤0.01% 295
2025
Q3 		– Sell
-1,096
Closed -$126K – 1010
2025
Q2 		$126K Buy
1,096
+914
+502% +$91.4K 0.07% 210
2025
Q1 		$60.8K Buy
182
+129
+243% +$14.1K 0.04% 279
2024
Q4 		$5.63K Buy
+53
New +$5.16K ﹤0.01% 673

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

Whipplewood Advisors's SHOP Position: Q2 2026 in Review

Whipplewood Advisors reduced its Shopify (SHOP) stake by 96% in Q2 2026, selling an estimated $75.4K and leaving 28 shares worth $3.2K. The position accounts for ﹤0.01% of the portfolio, ranked #371.

Whipplewood Advisors first reported a position in SHOP in Q4 2024 and has held it in 6 quarters since. The position peaked at $126K in Q2 2025. 1,718 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Whipplewood Advisors held 28 shares of Shopify worth $3.2K as of Q2 2026.
  • Whipplewood Advisors sold 661 Shopify shares in Q2 2026, an estimated $75.4K.
  • Shopify made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #371 holding.
  • Whipplewood Advisors first reported a position in Shopify in Q4 2024 and has held it in 6 quarters since.
  • Whipplewood Advisors's Shopify position peaked at $126K in Q2 2025.
  • 1,718 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.