ZWJ Investment Counsel’s Shopify SHOP Stock Holding History

ZWJ Investment Counsel’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	$211K	Buy	1,852 +66	+4%	+$7.53K	0.01%	279
2026 Q1	$212K	Sell	1,786 -62	-3%	-$8.15K	0.01%	232
2025 Q4	$297K	Sell	1,848 -313	-14%	-$50.3K	0.01%	170
2025 Q3	$321K	Buy	+2,161	New	+$293K	0.01%	169
2022 Q1	–	Sell	-1,700	Closed	-$234K	–	185
2021 Q4	$234K	Hold	1,700	–	–	0.01%	163
2021 Q3	$230K	Hold	1,700	–	–	0.01%	157
2021 Q2	$248K	Buy	+1,700	New	+$209K	0.01%	156

Other funds holding SHOP

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

ZWJ Investment Counsel's SHOP Position: Q2 2026 in Review

ZWJ Investment Counsel increased its Shopify (SHOP) stake by 3.7% in Q2 2026, buying an estimated $7.53K and bringing the position to 1,852 shares worth $211K. The position accounts for 0.01% of the portfolio, ranked #279.

ZWJ Investment Counsel first reported a position in SHOP in Q2 2021 and has held it in 7 quarters since. The position peaked at $321K in Q3 2025. 1,706 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

ZWJ Investment Counsel held 1,852 shares of Shopify worth $211K as of Q2 2026.
ZWJ Investment Counsel bought 66 Shopify shares in Q2 2026, an estimated $7.53K.
Shopify made up 0.01% of ZWJ Investment Counsel's portfolio in Q2 2026, its #279 holding.
ZWJ Investment Counsel first reported a position in Shopify in Q2 2021 and has held it in 7 quarters since.
ZWJ Investment Counsel's Shopify position peaked at $321K in Q3 2025.
1,706 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on ZWJ Investment Counsel's 13F filing for Q2 2026, filed 16 Jul 2026.