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Barlow Wealth Partners’s Shopify SHOP Stock Holding History

Barlow Wealth Partners’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 		$528K Hold
4,425
– – 0.06% 88
2026
Q1 		$580K Hold
4,425
– – 0.06% 79
2025
Q4 		$728K Hold
4,425
– – 0.08% 70
2025
Q3 		$717K Hold
4,425
– – 0.08% 70
2025
Q2 		$508K Hold
4,425
– – 0.06% 80
2025
Q1 		$430K Hold
4,425
– – 0.06% 85
2024
Q4 		$461K Sell
4,425
-25
-0.6% -$2.43K 0.06% 84
2024
Q3 		$360K Sell
4,450
-50
-1% -$3.45K 0.05% 103
2024
Q2 		$267K Sell
4,500
-1,625
-27% -$108K 0.04% 125
2024
Q1 		$429K Sell
6,125
-2,500
-29% -$198K 0.06% 95
2023
Q4 		$672K Buy
+8,625
New +$551K 0.1% 75

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

Barlow Wealth Partners's SHOP Position: Q2 2026 in Review

Barlow Wealth Partners held its Shopify (SHOP) position steady in Q2 2026 at 4,425 shares worth $528K. The position accounts for 0.06% of the portfolio, ranked #88.

Barlow Wealth Partners first reported a position in SHOP in Q4 2023 and has held it in 11 quarters since. The position peaked at $728K in Q4 2025. 493 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Barlow Wealth Partners held 4,425 shares of Shopify worth $528K as of Q2 2026.
  • Barlow Wealth Partners left its Shopify share count unchanged in Q2 2026.
  • Shopify made up 0.06% of Barlow Wealth Partners's portfolio in Q2 2026, its #88 holding.
  • Barlow Wealth Partners first reported a position in Shopify in Q4 2023 and has held it in 11 quarters since.
  • Barlow Wealth Partners's Shopify position peaked at $728K in Q4 2025.
  • 493 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Barlow Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.