AWM
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Accurate Wealth Management’s Shopify SHOP Stock Holding History

Accurate 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 		$447K Sell
3,648
-37
-1% -$4.22K 0.04% 375
2026
Q1 		$408K Buy
3,685
+242
+7% +$31.8K 0.05% 356
2025
Q4 		$566K Buy
3,443
+5
+0.1% +$803 0.07% 276
2025
Q3 		$526K Buy
3,438
+67
+2% +$9.08K 0.07% 284
2025
Q2 		$388K Sell
3,371
-37
-1% -$3.7K 0.06% 310
2025
Q1 		$285K Buy
3,408
+131
+4% +$14.3K 0.05% 297
2024
Q4 		$340K Buy
3,277
+21
+0.6% +$2.04K 0.07% 275
2024
Q3 		$267K Sell
3,256
-31
-0.9% -$2.14K 0.05% 304
2024
Q2 		$211K Buy
3,287
+65
+2% +$4.31K 0.05% 314
2024
Q1 		$224K Sell
3,222
-5
-0.2% -$395 0.07% 262
2023
Q4 		$262K Sell
3,227
-505
-14% -$32.3K 0.08% 223
2023
Q3 		$202K Sell
3,732
-530
-12% -$32.1K 0.06% 259
2023
Q2 		$292K Buy
+4,262
New +$241K 0.09% 203
2023
Q1 		– Sell
-3,715
Closed -$136K – 1209
2022
Q4 		$136K Buy
+3,715
New +$127K 0.05% 258
2022
Q2 		– Sell
-3,850
Closed -$260K – 192
2022
Q1 		$260K Buy
3,850
+710
+23% +$58.3K 0.12% 135
2021
Q4 		$440K Hold
3,140
– – 0.36% 76
2021
Q3 		$440K Buy
3,140
+50
+2% +$7.49K 0.38% 77
2021
Q2 		$451K Buy
+3,090
New +$381K 0.4% 64

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

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

Accurate Wealth Management reduced its Shopify (SHOP) stake by 1% in Q2 2026, selling an estimated $4.22K and leaving 3,648 shares worth $447K. The position accounts for 0.04% of the portfolio, ranked #375.

Accurate Wealth Management first reported a position in SHOP in Q2 2021 and has held it in 18 quarters since. The position peaked at $566K in Q4 2025. 493 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Accurate Wealth Management held 3,648 shares of Shopify worth $447K as of Q2 2026.
  • Accurate Wealth Management sold 37 Shopify shares in Q2 2026, an estimated $4.22K.
  • Shopify made up 0.04% of Accurate Wealth Management's portfolio in Q2 2026, its #375 holding.
  • Accurate Wealth Management first reported a position in Shopify in Q2 2021 and has held it in 18 quarters since.
  • Accurate Wealth Management's Shopify position peaked at $566K in Q4 2025.
  • 493 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.