WF
SHOP icon

Womack Financial’s Shopify SHOP Stock Holding History

Womack Financial’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 		$215K Sell
1,882
-50
-3% -$5.71K 0.14% 69
2026
Q1 		$229K Hold
1,932
– – 0.17% 68
2025
Q4 		$311K Hold
1,932
– – 0.23% 59
2025
Q3 		$287K Hold
1,932
– – 0.22% 62
2025
Q2 		$223K Buy
+1,932
New +$193K 0.19% 65
2025
Q1 		– Sell
-2,112
Closed -$225K – 66
2024
Q4 		$225K Buy
+2,112
New +$205K 0.2% 63

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

Womack Financial's SHOP Position: Q2 2026 in Review

Womack Financial reduced its Shopify (SHOP) stake by 2.6% in Q2 2026, selling an estimated $5.71K and leaving 1,882 shares worth $215K. The position accounts for 0.14% of the portfolio, ranked #69.

Womack Financial first reported a position in SHOP in Q4 2024 and has held it in 6 quarters since. The position peaked at $311K in Q4 2025. 1,703 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Womack Financial held 1,882 shares of Shopify worth $215K as of Q2 2026.
  • Womack Financial sold 50 Shopify shares in Q2 2026, an estimated $5.71K.
  • Shopify made up 0.14% of Womack Financial's portfolio in Q2 2026, its #69 holding.
  • Womack Financial first reported a position in Shopify in Q4 2024 and has held it in 6 quarters since.
  • Womack Financial's Shopify position peaked at $311K in Q4 2025.
  • 1,703 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Womack Financial's 13F filing for Q2 2026, filed 14 Aug 2026.