CWMK
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Caliber Wealth Management (Kansas)’s Shopify SHOP Stock Holding History

Caliber Wealth Management (Kansas)’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 		$266K Buy
2,327
+4
+0.2% +$456 0.03% 256
2026
Q1 		$276K Sell
2,323
-44
-2% -$5.78K 0.03% 226
2025
Q4 		$381K Sell
2,367
-61
-3% -$9.79K 0.04% 197
2025
Q3 		$361K Sell
2,428
-3,811
-61% -$517K 0.04% 197
2025
Q2 		$720K Buy
6,239
+1,754
+39% +$175K 0.08% 153
2025
Q1 		$434K Buy
+4,485
New +$489K 0.06% 168

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

Caliber Wealth Management (Kansas)'s SHOP Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) increased its Shopify (SHOP) stake by 0.17% in Q2 2026, buying an estimated $456 and bringing the position to 2,327 shares worth $266K. The position accounts for 0.03% of the portfolio, ranked #256.

Caliber Wealth Management (Kansas) first reported a position in SHOP in Q1 2025 and has held it in 6 quarters since. The position peaked at $720K in Q2 2025. 493 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Caliber Wealth Management (Kansas) held 2,327 shares of Shopify worth $266K as of Q2 2026.
  • Caliber Wealth Management (Kansas) bought 4 Shopify shares in Q2 2026, an estimated $456.
  • Shopify made up 0.03% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #256 holding.
  • Caliber Wealth Management (Kansas) first reported a position in Shopify in Q1 2025 and has held it in 6 quarters since.
  • Caliber Wealth Management (Kansas)'s Shopify position peaked at $720K in Q2 2025.
  • 493 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.