AWM
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Arista Wealth Management’s Shopify SHOP Stock Holding History

Arista 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 		$360K Sell
3,150
-73
-2% -$8.33K 0.04% 205
2026
Q1 		$382K Buy
+3,223
New +$423K 0.05% 188

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

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

Arista Wealth Management reduced its Shopify (SHOP) stake by 2.3% in Q2 2026, selling an estimated $8.33K and leaving 3,150 shares worth $360K. The position accounts for 0.04% of the portfolio, ranked #205.

Arista Wealth Management first reported a position in SHOP in Q1 2026 and has held it in 2 quarters since. The position peaked at $382K in Q1 2026. 1,706 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Arista Wealth Management held 3,150 shares of Shopify worth $360K as of Q2 2026.
  • Arista Wealth Management sold 73 Shopify shares in Q2 2026, an estimated $8.33K.
  • Shopify made up 0.04% of Arista Wealth Management's portfolio in Q2 2026, its #205 holding.
  • Arista Wealth Management first reported a position in Shopify in Q1 2026 and has held it in 2 quarters since.
  • Arista Wealth Management's Shopify position peaked at $382K in Q1 2026.
  • 1,706 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Arista Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.