AWM
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Athena Wealth Management’s Shopify SHOP Stock Holding History

Athena 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 		– Sell
-2,144
Closed -$254K – 122
2026
Q1 		$254K Sell
2,144
-43
-2% -$5.65K 0.21% 92
2025
Q4 		$352K Buy
+2,187
New +$351K 0.34% 67

Other funds holding SHOP

BIM
Barton Investment Management West Conshohocken, Pennsylvania $738M AUM 7.58% 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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
B
Bellecapital Zurich, Switzerland $625M AUM 39.69% 1-Year Est. Return

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

Athena Wealth Management sold out of Shopify (SHOP) in Q2 2026, closing a stake of 2,144 shares — an estimated $254K sold.

Athena Wealth Management first reported a position in SHOP in Q4 2025 and held it in 2 quarters. The position peaked at $352K in Q4 2025. 384 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Athena Wealth Management reported no remaining Shopify position as of Q2 2026 after selling out during the quarter.
  • Athena Wealth Management sold 2,144 Shopify shares in Q2 2026, an estimated $254K.
  • Athena Wealth Management first reported a position in Shopify in Q4 2025 and held it in 2 quarters.
  • Athena Wealth Management's Shopify position peaked at $352K in Q4 2025.
  • 384 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Athena Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.