1620 Investment Advisors’s Shopify SHOP Stock Holding History

1620 Investment Advisors’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	$7.99K	Hold	70	–	–	0.01%	518
2026 Q1	$8.3K	Hold	70	–	–	0.01%	487
2025 Q4	$11.3K	Hold	70	–	–	0.01%	450
2025 Q3	$10.4K	Sell	70 -2	-3%	-$271	0.01%	446
2025 Q2	$8.3K	Sell	72 -1,455	-95%	-$146K	0.01%	479
2025 Q1	$146K	Sell	1,527 -15	-1%	-$1.64K	0.11%	166
2024 Q4	$164K	Buy	1,542 +69	+5%	+$6.71K	0.12%	168
2024 Q3	$118K	Buy	1,473 +18	+1%	+$1.24K	0.09%	201
2024 Q2	$96.1K	Buy	+1,455	New	+$96.5K	0.07%	223

Other funds holding SHOP

BIM

Barton Investment Management West Conshohocken, Pennsylvania $738M AUM 7.58% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

1620 Investment Advisors's SHOP Position: Q2 2026 in Review

1620 Investment Advisors held its Shopify (SHOP) position steady in Q2 2026 at 70 shares worth $7.99K. The position accounts for 0.01% of the portfolio, ranked #518.

1620 Investment Advisors first reported a position in SHOP in Q2 2024 and has held it in 9 quarters since. The position peaked at $164K in Q4 2024. 493 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

1620 Investment Advisors held 70 shares of Shopify worth $7.99K as of Q2 2026.
1620 Investment Advisors left its Shopify share count unchanged in Q2 2026.
Shopify made up 0.01% of 1620 Investment Advisors's portfolio in Q2 2026, its #518 holding.
1620 Investment Advisors first reported a position in Shopify in Q2 2024 and has held it in 9 quarters since.
1620 Investment Advisors's Shopify position peaked at $164K in Q4 2024.
493 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.