ZF
SHOP icon

Zhang Financial’s Shopify SHOP Stock Holding History

Zhang 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 		$727K Sell
6,371
-194
-3% -$22.1K 0.02% 223
2026
Q1 		$779K Sell
6,565
-483
-7% -$63.5K 0.03% 212
2025
Q4 		$1.13M Sell
7,048
-118
-2% -$18.9K 0.04% 166
2025
Q3 		$1.06M Sell
7,166
-507
-7% -$68.7K 0.04% 170
2025
Q2 		$885K Sell
7,673
-1,258
-14% -$126K 0.04% 176
2025
Q1 		$853K Buy
8,931
+1,678
+23% +$183K 0.05% 174
2024
Q4 		$771K Buy
7,253
+282
+4% +$27.4K 0.04% 175
2024
Q3 		$559K Hold
6,971
– – 0.04% 187
2024
Q2 		$460K Hold
6,971
– – 0.03% 195
2024
Q1 		$538K Hold
6,971
– – 0.04% 183
2023
Q4 		$543K Buy
6,971
+939
+16% +$60K 0.05% 174
2023
Q3 		$332K Sell
6,032
-190
-3% -$11.5K 0.03% 195
2023
Q2 		$395K Buy
6,222
+261
+4% +$14.8K 0.04% 178
2023
Q1 		$286K Buy
+5,961
New +$262K 0.03% 194
2022
Q2 		– Sell
-5,200
Closed -$351K – 229
2022
Q1 		$351K Buy
+5,200
New +$427K 0.06% 170

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

Zhang Financial's SHOP Position: Q2 2026 in Review

Zhang Financial reduced its Shopify (SHOP) stake by 3% in Q2 2026, selling an estimated $22.1K and leaving 6,371 shares worth $727K. The position accounts for 0.02% of the portfolio, ranked #223.

Zhang Financial first reported a position in SHOP in Q1 2022 and has held it in 15 quarters since. The position peaked at $1.13M in Q4 2025. 1,713 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Zhang Financial held 6,371 shares of Shopify worth $727K as of Q2 2026.
  • Zhang Financial sold 194 Shopify shares in Q2 2026, an estimated $22.1K.
  • Shopify made up 0.02% of Zhang Financial's portfolio in Q2 2026, its #223 holding.
  • Zhang Financial first reported a position in Shopify in Q1 2022 and has held it in 15 quarters since.
  • Zhang Financial's Shopify position peaked at $1.13M in Q4 2025.
  • 1,713 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.