BTWM
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Baker Tilly Wealth Management’s Shopify SHOP Stock Holding History

Baker Tilly 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 		$1.15M Sell
10,106
-671
-6% -$76.6K 0.25% 76
2026
Q1 		$1.28M Sell
10,777
-458
-4% -$60.2K 0.31% 61
2025
Q4 		$1.81M Sell
11,235
-1,463
-12% -$235K 0.45% 44
2025
Q3 		$1.89M Sell
12,698
-1,174
-8% -$159K 0.43% 48
2025
Q2 		$1.6M Sell
13,872
-565
-4% -$56.5K 0.57% 32
2025
Q1 		$1.38M Hold
14,437
– – 0.54% 35
2024
Q4 		$1.54M Buy
14,437
+445
+3% +$43.3K 0.6% 32
2024
Q3 		$1.12M Buy
13,992
+1,598
+13% +$110K 0.5% 40
2024
Q2 		$819K Sell
12,394
-664
-5% -$44K 0.33% 70
2024
Q1 		$1.01M Sell
13,058
-453
-3% -$35.8K 0.18% 122
2023
Q4 		$1.05M Sell
13,511
-2,590
-16% -$165K 0.17% 132
2023
Q3 		$879K Sell
16,101
-25,917
-62% -$1.57M 0.14% 149
2023
Q2 		$2.71M Buy
42,018
+1,229
+3% +$69.5K 0.29% 76
2023
Q1 		$1.96M Buy
40,789
+5,220
+15% +$230K 0.22% 101
2022
Q4 		$1.23M Buy
35,569
+6,331
+22% +$216K 0.15% 158
2022
Q3 		$788K Sell
29,238
-2,109
-7% -$71.7K 0.11% 205
2022
Q2 		$979K Buy
31,347
+13,627
+77% +$582K 0.13% 173
2022
Q1 		$1.2M Buy
+17,720
New +$1.45M 0.13% 158
2021
Q2 		– Sell
-2,820
Closed -$312K – 506
2021
Q1 		$312K Sell
2,820
-1,250
-31% -$151K 0.06% 355
2020
Q4 		$461K Buy
+4,070
New +$427K 0.14% 160

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

Baker Tilly Wealth Management's SHOP Position: Q2 2026 in Review

Baker Tilly Wealth Management reduced its Shopify (SHOP) stake by 6.2% in Q2 2026, selling an estimated $76.6K and leaving 10,106 shares worth $1.15M. The position accounts for 0.25% of the portfolio, ranked #76.

Baker Tilly Wealth Management first reported a position in SHOP in Q4 2020 and has held it in 20 quarters since. The position peaked at $2.71M in Q2 2023. 493 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Baker Tilly Wealth Management held 10,106 shares of Shopify worth $1.15M as of Q2 2026.
  • Baker Tilly Wealth Management sold 671 Shopify shares in Q2 2026, an estimated $76.6K.
  • Shopify made up 0.25% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #76 holding.
  • Baker Tilly Wealth Management first reported a position in Shopify in Q4 2020 and has held it in 20 quarters since.
  • Baker Tilly Wealth Management's Shopify position peaked at $2.71M in Q2 2023.
  • 493 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.