AFW
SHOP icon

Avantra Family Wealth’s Shopify SHOP Stock Holding History

Avantra Family Wealth’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
-1,955
Closed -$232K – 187
2026
Q1 		$232K Buy
+1,955
New +$257K 0.17% 149

Other funds holding SHOP

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
BIM
Barton Investment Management West Conshohocken, Pennsylvania $738M AUM 7.58% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 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

Avantra Family Wealth's SHOP Position: Q2 2026 in Review

Avantra Family Wealth sold out of Shopify (SHOP) in Q2 2026, closing a stake of 1,955 shares — an estimated $232K sold.

Avantra Family Wealth first reported a position in SHOP in Q1 2026 and held it in 1 quarter. The position peaked at $232K in Q1 2026. 724 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Avantra Family Wealth reported no remaining Shopify position as of Q2 2026 after selling out during the quarter.
  • Avantra Family Wealth sold 1,955 Shopify shares in Q2 2026, an estimated $232K.
  • Avantra Family Wealth first reported a position in Shopify in Q1 2026 and held it in 1 quarter.
  • Avantra Family Wealth's Shopify position peaked at $232K in Q1 2026.
  • 724 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Avantra Family Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.