B. Riley Wealth Advisors’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $602K | Sell |
5,269
-817
| -13% | -$93.2K | 0.03% | 423 |
|
|
2026
Q1 | $680K | Sell |
6,086
-1,506
| -20% | -$198K | 0.04% | 374 |
|
|
2025
Q4 | $1.22M | Buy |
7,592
+939
| +14% | +$151K | 0.06% | 309 |
|
|
2025
Q3 | $989K | Sell |
6,653
-1,729
| -21% | -$234K | 0.05% | 344 |
|
|
2025
Q2 | $967K | Sell |
8,382
-19,446
| -70% | -$1.94M | 0.05% | 363 |
|
|
2025
Q1 | $2.66M | Buy |
27,828
+976
| +4% | +$106K | 0.08% | 255 |
|
|
2024
Q4 | $2.86M | Sell |
26,852
-2,653
| -9% | -$258K | 0.09% | 214 |
|
|
2024
Q3 | $2.35M | Sell |
29,505
-3,881
| -12% | -$268K | 0.07% | 283 |
|
|
2024
Q2 | $2.21M | Sell |
33,386
-19,389
| -37% | -$1.29M | 0.06% | 314 |
|
|
2024
Q1 | $2.88M | Sell |
52,775
-4,503
| -8% | -$356K | 0.08% | 249 |
|
|
2023
Q4 | $4.46M | Buy |
57,278
+4,503
| +9% | +$288K | 0.12% | 183 |
|
|
2023
Q3 | $2.88M | Buy |
52,775
+10,146
| +24% | +$615K | 0.08% | 249 |
|
|
2023
Q2 | $2.75M | Buy |
42,629
+4,209
| +11% | +$238K | 0.06% | 290 |
|
|
2023
Q1 | $1.84M | Sell |
38,420
-6,100
| -14% | -$268K | 0.05% | 367 |
|
|
2022
Q4 | $1.55M | Sell |
44,520
-10,254
| -19% | -$350K | 0.04% | 408 |
|
|
2022
Q3 | $1.48M | Buy |
54,774
+22,935
| +72% | +$780K | 0.04% | 383 |
|
|
2022
Q2 | $995K | Sell |
31,839
-17,991
| -36% | -$768K | 0.04% | 423 |
|
|
2022
Q1 | $3.37M | Sell |
49,830
-34,340
| -41% | -$2.82M | 0.11% | 196 |
|
|
2021
Q4 | $11.6M | Sell |
84,170
-34,310
| -29% | -$5.01M | 0.33% | 59 |
|
|
2021
Q3 | $16.1M | Buy |
118,480
+23,580
| +25% | +$3.53M | 0.51% | 31 |
|
|
2021
Q2 | $13.6M | Sell |
94,900
-56,270
| -37% | -$6.93M | 0.44% | 38 |
|
|
2021
Q1 | $16.7M | Buy |
151,170
+27,140
| +22% | +$3.28M | 0.59% | 28 |
|
|
2020
Q4 | $14M | Buy |
124,030
+96,230
| +346% | +$10.1M | 0.75% | 21 |
|
|
2020
Q3 | $2.77M | Buy |
27,800
+4,850
| +21% | +$482K | 0.15% | 157 |
|
|
2020
Q2 | $2.18M | Sell |
22,950
-6,710
| -23% | -$466K | 0.15% | 155 |
|
|
2020
Q1 | $1.24M | Buy |
29,660
+17,360
| +141% | +$783K | 0.11% | 199 |
|
|
2019
Q4 | $490K | Sell |
12,300
-1,500
| -11% | -$50.7K | 0.04% | 442 |
|
|
2019
Q3 | $431K | Buy |
13,800
+120
| +0.9% | +$4.11K | 0.04% | 451 |
|
|
2019
Q2 | $412K | Sell |
13,680
-390
| -3% | -$10.2K | 0.05% | 446 |
|
|
2019
Q1 | $291K | Buy |
+14,070
| New | +$248K | 0.04% | 510 |
|
|
2018
Q4 | – | Sell |
-14,950
| Closed | -$247K | – | 729 |
|
|
2018
Q3 | $247K | Buy |
+14,950
| New | +$228K | 0.03% | 570 |
|
Other funds holding SHOP
B. Riley Wealth Advisors's SHOP Position: Q2 2026 in Review
B. Riley Wealth Advisors reduced its Shopify (SHOP) stake by 13% in Q2 2026, selling an estimated $93.2K and leaving 5,269 shares worth $602K. The position accounts for 0.03% of the portfolio, ranked #423.
B. Riley Wealth Advisors first reported a position in SHOP in Q3 2018 and has held it in 31 quarters since. The position peaked at $16.7M in Q1 2021. 1,713 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.
- B. Riley Wealth Advisors held 5,269 shares of Shopify worth $602K as of Q2 2026.
- B. Riley Wealth Advisors sold 817 Shopify shares in Q2 2026, an estimated $93.2K.
- Shopify made up 0.03% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #423 holding.
- B. Riley Wealth Advisors first reported a position in Shopify in Q3 2018 and has held it in 31 quarters since.
- B. Riley Wealth Advisors's Shopify position peaked at $16.7M in Q1 2021.
- 1,713 funds tracked by Wall St. Rank held Shopify as of Q2 2026.
Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.