AWM
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Axxcess Wealth Management’s Shopify SHOP Stock Holding History

Axxcess 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 		$1.25M Buy
10,930
+486
+5% +$55.5K 0.02% 479
2026
Q1 		$1.24M Sell
10,444
-1,944
-16% -$255K 0.04% 221
2025
Q4 		$1.99M Sell
12,388
-972
-7% -$156K 0.03% 379
2025
Q3 		$1.99M Sell
13,360
-5,530
-29% -$750K 0.04% 314
2025
Q2 		$2.18M Buy
18,890
+3,502
+23% +$350K 0.05% 276
2025
Q1 		$1.47M Buy
15,388
+2,268
+17% +$247K 0.04% 314
2024
Q4 		$1.4M Sell
13,120
-3,077
-19% -$299K 0.03% 342
2024
Q3 		$1.3M Buy
16,197
+3,728
+30% +$257K 0.03% 338
2024
Q2 		$824K Buy
12,469
+1,633
+15% +$108K 0.02% 416
2024
Q1 		$836K Sell
10,836
-800
-7% -$63.2K 0.02% 415
2023
Q4 		$906K Sell
11,636
-919
-7% -$58.7K 0.03% 377
2023
Q3 		$685K Buy
12,555
+4,104
+49% +$249K 0.02% 391
2023
Q2 		$546K Sell
8,451
-1,624
-16% -$91.8K 0.04% 335
2023
Q1 		$483K Buy
10,075
+1,622
+19% +$71.4K 0.04% 377
2022
Q4 		$293K Sell
8,453
-5,704
-40% -$195K 0.02% 452
2022
Q3 		$381K Buy
14,157
+1,027
+8% +$34.9K 0.04% 362
2022
Q2 		$410K Buy
13,130
+4,310
+49% +$184K 0.04% 342
2022
Q1 		$596K Sell
8,820
-5,300
-38% -$435K 0.05% 319
2021
Q4 		$1.95M Buy
+14,120
New +$2.06M 0.14% 125

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

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

Axxcess Wealth Management increased its Shopify (SHOP) stake by 4.7% in Q2 2026, buying an estimated $55.5K and bringing the position to 10,930 shares worth $1.25M. The position accounts for 0.02% of the portfolio, ranked #479.

Axxcess Wealth Management first reported a position in SHOP in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.18M in Q2 2025. 1,705 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Axxcess Wealth Management held 10,930 shares of Shopify worth $1.25M as of Q2 2026.
  • Axxcess Wealth Management bought 486 Shopify shares in Q2 2026, an estimated $55.5K.
  • Shopify made up 0.02% of Axxcess Wealth Management's portfolio in Q2 2026, its #479 holding.
  • Axxcess Wealth Management first reported a position in Shopify in Q4 2021 and has held it in 19 quarters since.
  • Axxcess Wealth Management's Shopify position peaked at $2.18M in Q2 2025.
  • 1,705 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.