1WA
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180 Wealth Advisors’s Shopify SHOP Stock Holding History

180 Wealth 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 		$788K Buy
6,902
+298
+5% +$34K 0.08% 232
2026
Q1 		$783K Buy
6,604
+668
+11% +$87.8K 0.09% 222
2025
Q4 		$955K Sell
5,936
-138
-2% -$22.2K 0.11% 186
2025
Q3 		$903K Buy
6,074
+482
+9% +$65.3K 0.11% 175
2025
Q2 		$645K Sell
5,592
-54
-1% -$5.4K 0.09% 212
2025
Q1 		$539K Sell
5,646
-160
-3% -$17.4K 0.09% 216
2024
Q4 		$617K Sell
5,806
-40
-0.7% -$3.89K 0.1% 194
2024
Q3 		$468K Buy
5,846
+120
+2% +$8.29K 0.07% 242
2024
Q2 		$374K Buy
+5,726
New +$380K 0.06% 270
2020
Q1 		– Sell
-5,070
Closed -$227K – 258
2019
Q4 		$227K Sell
5,070
-4,930
-49% -$167K 0.09% 236
2019
Q3 		$329K Buy
+10,000
New +$342K 0.15% 177

Other funds holding SHOP

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

180 Wealth Advisors's SHOP Position: Q2 2026 in Review

180 Wealth Advisors increased its Shopify (SHOP) stake by 4.5% in Q2 2026, buying an estimated $34K and bringing the position to 6,902 shares worth $788K. The position accounts for 0.08% of the portfolio, ranked #232.

180 Wealth Advisors first reported a position in SHOP in Q3 2019 and has held it in 11 quarters since. The position peaked at $955K in Q4 2025. 493 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • 180 Wealth Advisors held 6,902 shares of Shopify worth $788K as of Q2 2026.
  • 180 Wealth Advisors bought 298 Shopify shares in Q2 2026, an estimated $34K.
  • Shopify made up 0.08% of 180 Wealth Advisors's portfolio in Q2 2026, its #232 holding.
  • 180 Wealth Advisors first reported a position in Shopify in Q3 2019 and has held it in 11 quarters since.
  • 180 Wealth Advisors's Shopify position peaked at $955K in Q4 2025.
  • 493 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.