ZIG
SHOP icon

Zullo Investment Group’s Shopify SHOP Stock Holding History

Zullo Investment Group’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 		$963K Sell
8,434
-6
-0.1% -$685 0.33% 60
2026
Q1 		$1M Buy
8,440
+102
+1% +$13.4K 0.38% 60
2025
Q4 		$1.34M Sell
8,338
-42
-0.5% -$6.74K 0.49% 46
2025
Q3 		$1.25M Buy
8,380
+93
+1% +$12.6K 0.46% 49
2025
Q2 		$956K Sell
8,287
-844
-9% -$84.4K 0.39% 57
2025
Q1 		$872K Sell
9,131
-170
-2% -$18.5K 0.37% 62
2024
Q4 		$989K Buy
9,301
+57
+0.6% +$5.54K 0.4% 57
2024
Q3 		$741K Buy
9,244
+44
+0.5% +$3.04K 0.31% 66
2024
Q2 		$608K Sell
9,200
-565
-6% -$37.5K 0.27% 71
2024
Q1 		$754K Sell
9,765
-1,000
-9% -$79K 0.35% 64
2023
Q4 		$839K Buy
10,765
+200
+2% +$12.8K 0.43% 57
2023
Q3 		$577K Sell
10,565
-475
-4% -$28.8K 0.34% 67
2023
Q2 		$713K Buy
11,040
+452
+4% +$25.6K 0.41% 56
2023
Q1 		$508K Buy
10,588
+1,468
+16% +$64.6K 0.32% 70
2022
Q4 		$317K Sell
9,120
-210
-2% -$7.17K 0.19% 97
2022
Q3 		$251K Buy
9,330
+1,790
+24% +$60.9K 0.16% 111
2022
Q2 		$236K Buy
7,540
+590
+8% +$25.2K 0.15% 120
2022
Q1 		$470K Buy
6,950
+2,480
+55% +$204K 0.24% 80
2021
Q4 		$616K Buy
+4,470
New +$653K 0.32% 69

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

Zullo Investment Group's SHOP Position: Q2 2026 in Review

Zullo Investment Group reduced its Shopify (SHOP) stake by 0.07% in Q2 2026, selling an estimated $685 and leaving 8,434 shares worth $963K. The position accounts for 0.33% of the portfolio, ranked #60.

Zullo Investment Group first reported a position in SHOP in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.34M in Q4 2025. 1,718 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Zullo Investment Group held 8,434 shares of Shopify worth $963K as of Q2 2026.
  • Zullo Investment Group sold 6 Shopify shares in Q2 2026, an estimated $685.
  • Shopify made up 0.33% of Zullo Investment Group's portfolio in Q2 2026, its #60 holding.
  • Zullo Investment Group first reported a position in Shopify in Q4 2021 and has held it in 19 quarters since.
  • Zullo Investment Group's Shopify position peaked at $1.34M in Q4 2025.
  • 1,718 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Zullo Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.