ARG
SHOP icon

Advisory Resource Group’s Shopify SHOP Stock Holding History

Advisory Resource Group’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 		$1.33M Buy
11,619
+2,048
+21% +$234K 0.2% 114
2026
Q1 		$1.14M Buy
9,571
+631
+7% +$82.9K 0.2% 106
2025
Q4 		$1.44M Sell
8,940
-81
-0.9% -$13K 0.25% 94
2025
Q3 		$1.34M Sell
9,021
-1,901
-17% -$258K 0.24% 93
2025
Q2 		$1.26M Buy
10,922
+502
+5% +$50.2K 0.24% 91
2025
Q1 		$995K Buy
10,420
+512
+5% +$55.8K 0.2% 106
2024
Q4 		$1.05M Buy
+9,908
New +$964K 0.22% 91
2024
Q2 		– Sell
-9,913
Closed -$765K – 163
2024
Q1 		$765K Sell
9,913
-476
-5% -$37.6K 0.18% 100
2023
Q4 		$809K Sell
10,389
-1,202
-10% -$76.8K 0.2% 82
2023
Q3 		$633K Buy
11,591
+1,074
+10% +$65.1K 0.17% 96
2023
Q2 		$679K Sell
10,517
-2,988
-22% -$169K 0.18% 84
2023
Q1 		$647K Buy
+13,505
New +$594K 0.18% 78
2022
Q3 		– Sell
-11,310
Closed -$353K – 146
2022
Q2 		$353K Buy
11,310
+5,310
+89% +$227K 0.12% 91
2022
Q1 		$406K Buy
6,000
+2,360
+65% +$194K 0.13% 91
2021
Q4 		$351K Buy
3,640
+890
+32% +$130K 0.12% 100
2021
Q3 		$373K Buy
2,750
+120
+5% +$18K 0.14% 85
2021
Q2 		$384K Buy
2,630
+320
+14% +$39.4K 0.15% 83
2021
Q1 		$256K Buy
2,310
+240
+12% +$29K 0.12% 86
2020
Q4 		$234K Buy
2,070
+20
+1% +$2.1K 0.12% 88
2020
Q3 		$210K Sell
2,050
-190
-8% -$18.9K 0.12% 89
2020
Q2 		$213K Buy
+2,240
New +$155K 0.13% 83

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

Advisory Resource Group's SHOP Position: Q2 2026 in Review

Advisory Resource Group increased its Shopify (SHOP) stake by 21% in Q2 2026, buying an estimated $234K and bringing the position to 11,619 shares worth $1.33M. The position accounts for 0.2% of the portfolio, ranked #114.

Advisory Resource Group first reported a position in SHOP in Q2 2020 and has held it in 21 quarters since. The position peaked at $1.44M in Q4 2025. 493 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Advisory Resource Group held 11,619 shares of Shopify worth $1.33M as of Q2 2026.
  • Advisory Resource Group bought 2,048 Shopify shares in Q2 2026, an estimated $234K.
  • Shopify made up 0.2% of Advisory Resource Group's portfolio in Q2 2026, its #114 holding.
  • Advisory Resource Group first reported a position in Shopify in Q2 2020 and has held it in 21 quarters since.
  • Advisory Resource Group's Shopify position peaked at $1.44M in Q4 2025.
  • 493 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Advisory Resource Group's 13F filing for Q2 2026, filed 14 Jul 2026.