AWM
SHOP icon

Ariadne Wealth Management’s Shopify SHOP Stock Holding History

Ariadne 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 		$253K Buy
+2,212
New +$252K 0.11% 195
2025
Q4 		– Sell
-2,391
Closed -$351K – 279
2025
Q3 		$351K Buy
+2,391
New +$324K 0.16% 141
2025
Q2 		– Sell
-2,275
Closed -$209K – 246
2025
Q1 		$209K Buy
+2,275
New +$248K 0.11% 200

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

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

Ariadne Wealth Management opened a new position in Shopify (SHOP) in Q2 2026: 2,212 shares worth $253K. The stake represents 0.11% of the portfolio and ranks #195 among its holdings. This is a return to the name: Ariadne Wealth Management previously reported a position in SHOP as recently as Q3 2025.

Ariadne Wealth Management first reported a position in SHOP in Q1 2025 and has held it in 3 quarters since. The position peaked at $351K in Q3 2025. 1,712 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Ariadne Wealth Management held 2,212 shares of Shopify worth $253K as of Q2 2026.
  • Shopify was a new Ariadne Wealth Management position in Q2 2026.
  • Shopify made up 0.11% of Ariadne Wealth Management's portfolio in Q2 2026, its #195 holding.
  • Ariadne Wealth Management first reported a position in Shopify in Q1 2025 and has held it in 3 quarters since.
  • Ariadne Wealth Management's Shopify position peaked at $351K in Q3 2025.
  • 1,712 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

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