AWM
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Abound Wealth Management’s Shopify SHOP Stock Holding History

Abound Wealth Management’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 		$290K Sell
2,541
-14
-0.5% -$1.6K 0.06% 79
2026
Q1 		$303K Buy
2,555
+366
+17% +$48.1K 0.07% 67
2025
Q4 		$352K Sell
2,189
-46
-2% -$7.39K 0.08% 58
2025
Q3 		$332K Buy
2,235
+46
+2% +$6.24K 0.08% 56
2025
Q2 		$253K Buy
2,189
+170
+8% +$17K 0.07% 62
2025
Q1 		$193K Buy
2,019
+214
+12% +$23.3K 0.06% 73
2024
Q4 		$192K Sell
1,805
-58
-3% -$5.64K 0.06% 70
2024
Q3 		$149K Buy
1,863
+48
+3% +$3.31K 0.05% 75
2024
Q2 		$120K Sell
1,815
-20
-1% -$1.33K 0.04% 80
2024
Q1 		$142K Buy
1,835
+20
+1% +$1.58K 0.05% 72
2023
Q4 		$141K Buy
1,815
+15
+0.8% +$958 0.06% 71
2023
Q3 		$98.2K Hold
1,800
– – 0.04% 78
2023
Q2 		$116K Hold
1,800
– – 0.05% 69
2023
Q1 		$86.3K Hold
1,800
– – 0.04% 83
2022
Q4 		$62.5K Hold
1,800
– – 0.03% 97
2022
Q3 		$48.5K Buy
+1,800
New +$61.2K 0.03% 116
2022
Q1 		– Sell
-1,950
Closed -$269K – 121
2021
Q4 		$269K Buy
+1,950
New +$285K 0.21% 33

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

Abound Wealth Management's SHOP Position: Q2 2026 in Review

Abound Wealth Management reduced its Shopify (SHOP) stake by 0.55% in Q2 2026, selling an estimated $1.6K and leaving 2,541 shares worth $290K. The position accounts for 0.06% of the portfolio, ranked #79.

Abound Wealth Management first reported a position in SHOP in Q4 2021 and has held it in 17 quarters since. The position peaked at $352K in Q4 2025. 493 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Abound Wealth Management held 2,541 shares of Shopify worth $290K as of Q2 2026.
  • Abound Wealth Management sold 14 Shopify shares in Q2 2026, an estimated $1.6K.
  • Shopify made up 0.06% of Abound Wealth Management's portfolio in Q2 2026, its #79 holding.
  • Abound Wealth Management first reported a position in Shopify in Q4 2021 and has held it in 17 quarters since.
  • Abound Wealth Management's Shopify position peaked at $352K in Q4 2025.
  • 493 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.