Cabot Wealth Management’s Shopify SHOP Stock Holding History

Cabot 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	$882K	Sell	7,725 -10,363	-57%	-$1.18M	0.09%	96
2026 Q1	$2.15M	Sell	18,088 -1,886	-9%	-$248K	0.25%	74
2025 Q4	$3.22M	Buy	19,974 +7,920	+66%	+$1.27M	0.36%	66
2025 Q3	$1.79M	Buy	+12,054	New	+$1.63M	0.2%	86
2022 Q1	–	Sell	-9,640	Closed	-$1.33M	–	175
2021 Q4	$1.33M	Buy	9,640 +290	+3%	+$42.4K	0.17%	92
2021 Q3	$1.27M	Buy	+9,350	New	+$1.4M	0.17%	91

Other funds holding SHOP

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

BIM

Barton Investment Management West Conshohocken, Pennsylvania $738M AUM 7.58% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

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 Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Cabot Wealth Management's SHOP Position: Q2 2026 in Review

Cabot Wealth Management reduced its Shopify (SHOP) stake by 57% in Q2 2026, selling an estimated $1.18M and leaving 7,725 shares worth $882K. The position accounts for 0.09% of the portfolio, ranked #96.

Cabot Wealth Management first reported a position in SHOP in Q3 2021 and has held it in 6 quarters since. The position peaked at $3.22M in Q4 2025. 724 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

Cabot Wealth Management held 7,725 shares of Shopify worth $882K as of Q2 2026.
Cabot Wealth Management sold 10,363 Shopify shares in Q2 2026, an estimated $1.18M.
Shopify made up 0.09% of Cabot Wealth Management's portfolio in Q2 2026, its #96 holding.
Cabot Wealth Management first reported a position in Shopify in Q3 2021 and has held it in 6 quarters since.
Cabot Wealth Management's Shopify position peaked at $3.22M in Q4 2025.
724 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Cabot Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.