BWP
SHOP icon

BSW Wealth Partners’s Shopify SHOP Stock Holding History

BSW 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 		$252K Buy
2,208
+328
+17% +$37.4K 0.03% 282
2026
Q1 		$223K Sell
1,880
-97
-5% -$12.7K 0.03% 289
2025
Q4 		$318K Buy
1,977
+62
+3% +$9.96K 0.04% 235
2025
Q3 		$285K Sell
1,915
-490
-20% -$66.4K 0.04% 260
2025
Q2 		$277K Buy
2,405
+27
+1% +$2.7K 0.04% 254
2025
Q1 		$227K Sell
2,378
-153
-6% -$16.7K 0.03% 274
2024
Q4 		$269K Buy
+2,531
New +$246K 0.04% 248
2021
Q3 		– Sell
-2,520
Closed -$368K – 266
2021
Q2 		$368K Buy
2,520
+630
+33% +$77.6K 0.1% 143
2021
Q1 		$209K Buy
+1,890
New +$228K 0.06% 204

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

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

BSW Wealth Partners increased its Shopify (SHOP) stake by 17% in Q2 2026, buying an estimated $37.4K and bringing the position to 2,208 shares worth $252K. The position accounts for 0.03% of the portfolio, ranked #282.

BSW Wealth Partners first reported a position in SHOP in Q1 2021 and has held it in 9 quarters since. The position peaked at $368K in Q2 2021. 493 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • BSW Wealth Partners held 2,208 shares of Shopify worth $252K as of Q2 2026.
  • BSW Wealth Partners bought 328 Shopify shares in Q2 2026, an estimated $37.4K.
  • Shopify made up 0.03% of BSW Wealth Partners's portfolio in Q2 2026, its #282 holding.
  • BSW Wealth Partners first reported a position in Shopify in Q1 2021 and has held it in 9 quarters since.
  • BSW Wealth Partners's Shopify position peaked at $368K in Q2 2021.
  • 493 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.