WC
SHOP icon

Whitney & Co’s Shopify SHOP Stock Holding History

Whitney & Co’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 		$721K Sell
6,311
-29
-0.5% -$3.31K 0.05% 110
2026
Q1 		$752K Hold
6,340
– – 0.06% 106
2025
Q4 		$1.02M Buy
+6,340
New +$1.02M 0.08% 97
2021
Q4 		– Sell
-1,490
Closed -$202K – 139
2021
Q3 		$202K Sell
1,490
-20
-1% -$3K 0.03% 127
2021
Q2 		$221K Buy
+1,510
New +$186K 0.04% 119
2018
Q4 		– Sell
-100
Closed -$1K – 391
2018
Q3 		$1K Hold
100
– – ﹤0.01% 514
2018
Q2 		$1K Buy
+100
New +$1.42K ﹤0.01% 313

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

Whitney & Co's SHOP Position: Q2 2026 in Review

Whitney & Co reduced its Shopify (SHOP) stake by 0.46% in Q2 2026, selling an estimated $3.31K and leaving 6,311 shares worth $721K. The position accounts for 0.05% of the portfolio, ranked #110.

Whitney & Co first reported a position in SHOP in Q2 2018 and has held it in 7 quarters since. The position peaked at $1.02M in Q4 2025. 1,712 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Whitney & Co held 6,311 shares of Shopify worth $721K as of Q2 2026.
  • Whitney & Co sold 29 Shopify shares in Q2 2026, an estimated $3.31K.
  • Shopify made up 0.05% of Whitney & Co's portfolio in Q2 2026, its #110 holding.
  • Whitney & Co first reported a position in Shopify in Q2 2018 and has held it in 7 quarters since.
  • Whitney & Co's Shopify position peaked at $1.02M in Q4 2025.
  • 1,712 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Whitney & Co's 13F filing for Q2 2026, filed 28 Jul 2026.