ABWM
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Alpine Bank Wealth Management’s Shopify SHOP Stock Holding History

Alpine Bank 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 		$63K Buy
+552
New +$63K 0.01% 241
2025
Q4 		– Sell
-1,174
Closed -$174K – 357
2025
Q3 		$174K Sell
1,174
-120
-9% -$16.3K 0.02% 166
2025
Q2 		$149K Buy
1,294
+294
+29% +$29.4K 0.02% 165
2025
Q1 		$95.5K Buy
+1,000
New +$109K 0.02% 184
2024
Q3 		$80.1K Buy
+1,000
New +$69.1K 0.01% 209

Other funds holding SHOP

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Alpine Bank Wealth Management's SHOP Position: Q2 2026 in Review

Alpine Bank Wealth Management opened a new position in Shopify (SHOP) in Q2 2026: 552 shares worth $63K. The stake represents 0.01% of the portfolio and ranks #241 among its holdings. This is a return to the name: Alpine Bank Wealth Management previously reported a position in SHOP as recently as Q3 2025.

Alpine Bank Wealth Management first reported a position in SHOP in Q3 2024 and has held it in 5 quarters since. The position peaked at $174K in Q3 2025. 1,716 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Alpine Bank Wealth Management held 552 shares of Shopify worth $63K as of Q2 2026.
  • Shopify was a new Alpine Bank Wealth Management position in Q2 2026.
  • Shopify made up 0.01% of Alpine Bank Wealth Management's portfolio in Q2 2026, its #241 holding.
  • Alpine Bank Wealth Management first reported a position in Shopify in Q3 2024 and has held it in 5 quarters since.
  • Alpine Bank Wealth Management's Shopify position peaked at $174K in Q3 2025.
  • 1,716 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Alpine Bank Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.