BRWA
SHOP icon

B. Riley Wealth Advisors’s Shopify SHOP Stock Holding History

B. Riley Wealth Advisors’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 		$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 Buy
+8,382
New +$838K 0.05% 363
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

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
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
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

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 30 quarters since. The position peaked at $16.7M in Q1 2021. 493 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 30 quarters since.
  • B. Riley Wealth Advisors's Shopify position peaked at $16.7M in Q1 2021.
  • 493 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.