Aprio Wealth Management’s Shopify SHOP Stock Holding History

Aprio 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	$598K	Sell	5,236 -377	-7%	-$43K	0.03%	341
2026 Q1	$666K	Sell	5,613 -91	-2%	-$12K	0.04%	278
2025 Q4	$918K	Buy	5,704 +999	+21%	+$160K	0.05%	210
2025 Q3	$699K	Buy	4,705 +341	+8%	+$46.2K	0.07%	163
2025 Q2	$503K	Sell	4,364 -189	-4%	-$18.9K	0.06%	186
2025 Q1	$435K	Buy	4,553 +1,051	+30%	+$115K	0.05%	196
2024 Q4	$372K	Buy	3,502 +555	+19%	+$54K	0.05%	173
2024 Q3	$236K	Buy	+2,947	New	+$204K	0.04%	238

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

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

Aprio Wealth Management reduced its Shopify (SHOP) stake by 6.7% in Q2 2026, selling an estimated $43K and leaving 5,236 shares worth $598K. The position accounts for 0.03% of the portfolio, ranked #341.

Aprio Wealth Management first reported a position in SHOP in Q3 2024 and has held it in 8 quarters since. The position peaked at $918K in Q4 2025. 493 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

Aprio Wealth Management held 5,236 shares of Shopify worth $598K as of Q2 2026.
Aprio Wealth Management sold 377 Shopify shares in Q2 2026, an estimated $43K.
Shopify made up 0.03% of Aprio Wealth Management's portfolio in Q2 2026, its #341 holding.
Aprio Wealth Management first reported a position in Shopify in Q3 2024 and has held it in 8 quarters since.
Aprio Wealth Management's Shopify position peaked at $918K in Q4 2025.
493 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.