Abundance Wealth Counselors’s Shopify SHOP Stock Holding History

Abundance Wealth Counselors’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	$231K	Buy	+2,025	New	+$231K	0.02%	274
2026 Q1	–	Sell	-2,010	Closed	-$324K	–	254
2025 Q4	$324K	Hold	2,010	–	–	0.05%	136
2025 Q3	$299K	Hold	2,010	–	–	0.05%	136
2025 Q2	$232K	Buy	+2,010	New	+$201K	0.04%	153
2025 Q1	–	Sell	-2,000	Closed	-$213K	–	156
2024 Q4	$213K	Buy	+2,000	New	+$195K	0.05%	137

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

Abundance Wealth Counselors's SHOP Position: Q2 2026 in Review

Abundance Wealth Counselors opened a new position in Shopify (SHOP) in Q2 2026: 2,025 shares worth $231K. The stake represents 0.02% of the portfolio and ranks #274 among its holdings. This is a return to the name: Abundance Wealth Counselors previously reported a position in SHOP as recently as Q4 2025.

Abundance Wealth Counselors first reported a position in SHOP in Q4 2024 and has held it in 5 quarters since. The position peaked at $324K in Q4 2025. 493 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

Abundance Wealth Counselors held 2,025 shares of Shopify worth $231K as of Q2 2026.
Shopify was a new Abundance Wealth Counselors position in Q2 2026.
Shopify made up 0.02% of Abundance Wealth Counselors's portfolio in Q2 2026, its #274 holding.
Abundance Wealth Counselors first reported a position in Shopify in Q4 2024 and has held it in 5 quarters since.
Abundance Wealth Counselors's Shopify position peaked at $324K in Q4 2025.
493 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Abundance Wealth Counselors's 13F filing for Q2 2026, filed 23 Jul 2026.