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Benedict Financial Advisors’s Shopify SHOP Stock Holding History

Benedict Financial 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 		$426K Hold
3,730
– – 0.08% 118
2026
Q1 		$442K Hold
3,730
– – 0.09% 113
2025
Q4 		$600K Hold
3,730
– – 0.13% 107
2025
Q3 		$554K Hold
3,730
– – 0.12% 105
2025
Q2 		$430K Hold
3,730
– – 0.1% 104
2025
Q1 		$356K Sell
3,730
-4,552
-55% -$496K 0.08% 109
2024
Q4 		$881K Hold
8,282
– – 0.21% 94
2024
Q3 		$664K Sell
8,282
-34
-0.4% -$2.35K 0.16% 101
2024
Q2 		$549K Buy
8,316
+3,833
+86% +$254K 0.14% 103
2024
Q1 		$346K Buy
4,483
+753
+20% +$59.5K 0.09% 112
2023
Q4 		$291K Hold
3,730
– – 0.08% 115
2023
Q3 		$204K Hold
3,730
– – 0.06% 119
2023
Q2 		$241K Buy
+3,730
New +$211K 0.07% 117
2022
Q2 		– Sell
-3,900
Closed -$264K – 123
2022
Q1 		$264K Hold
3,900
– – 0.07% 114
2021
Q4 		$537K Hold
3,900
– – 0.14% 100
2021
Q3 		$529K Buy
3,900
+170
+5% +$25.5K 0.15% 102
2021
Q2 		$545K Hold
3,730
– – 0.15% 100
2021
Q1 		$413K Hold
3,730
– – 0.12% 105
2020
Q4 		$422K Sell
3,730
-3,720
-50% -$390K 0.15% 89
2020
Q3 		$762K Hold
7,450
– – 0.29% 80
2020
Q2 		$707K Hold
7,450
– – 0.29% 83
2020
Q1 		$311K Hold
7,450
– – 0.15% 87
2019
Q4 		$296K Hold
7,450
– – 0.12% 91
2019
Q3 		$232K Hold
7,450
– – 0.1% 97
2019
Q2 		$224K Buy
+7,450
New +$194K 0.09% 102

Other funds holding SHOP

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
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
NI
Nepsis Inc Minneapolis, Minnesota $295M AUM 35.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Benedict Financial Advisors's SHOP Position: Q2 2026 in Review

Benedict Financial Advisors held its Shopify (SHOP) position steady in Q2 2026 at 3,730 shares worth $426K. The position accounts for 0.08% of the portfolio, ranked #118.

Benedict Financial Advisors first reported a position in SHOP in Q2 2019 and has held it in 25 quarters since. The position peaked at $881K in Q4 2024. 267 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Benedict Financial Advisors held 3,730 shares of Shopify worth $426K as of Q2 2026.
  • Benedict Financial Advisors left its Shopify share count unchanged in Q2 2026.
  • Shopify made up 0.08% of Benedict Financial Advisors's portfolio in Q2 2026, its #118 holding.
  • Benedict Financial Advisors first reported a position in Shopify in Q2 2019 and has held it in 25 quarters since.
  • Benedict Financial Advisors's Shopify position peaked at $881K in Q4 2024.
  • 267 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Benedict Financial Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.