CWA
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Canvas Wealth Advisors’s Shopify SHOP Stock Holding History

Canvas Wealth 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 		$954K Buy
8,356
+93
+1% +$10.6K 0.13% 86
2026
Q1 		$980K Sell
8,263
-144
-2% -$18.9K 0.17% 80
2025
Q4 		$1.35M Buy
8,407
+97
+1% +$15.6K 0.23% 61
2025
Q3 		$1.34M Sell
8,310
-868
-9% -$118K 0.24% 57
2025
Q2 		$1.16M Sell
9,178
-62
-0.7% -$6.2K 0.23% 59
2025
Q1 		$792K Sell
9,240
-127
-1% -$13.8K 0.2% 75
2024
Q4 		$996K Sell
9,367
-485
-5% -$47.2K 0.25% 64
2024
Q3 		$790K Buy
9,852
+956
+11% +$66K 0.22% 65
2024
Q2 		$527K Buy
8,896
+4,650
+110% +$308K 0.16% 79
2024
Q1 		$295K Buy
4,246
+467
+12% +$36.9K 0.1% 101
2023
Q4 		$308K Sell
3,779
-750
-17% -$47.9K 0.11% 101
2023
Q3 		$232K Sell
4,529
-180
-4% -$10.9K 0.1% 110
2023
Q2 		$312K Sell
4,709
-4,625
-50% -$261K 0.12% 95
2023
Q1 		$444K Sell
9,334
-1,578
-14% -$69.4K 0.19% 78
2022
Q4 		$427K Sell
10,912
-3,122
-22% -$107K 0.18% 87
2022
Q3 		$408K Sell
14,034
-1,096
-7% -$37.3K 0.17% 79
2022
Q2 		$473K Sell
15,130
-16,660
-52% -$711K 0.19% 75
2022
Q1 		$1.48M Buy
+31,790
New +$2.61M 0.54% 47

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

Canvas Wealth Advisors's SHOP Position: Q2 2026 in Review

Canvas Wealth Advisors increased its Shopify (SHOP) stake by 1.1% in Q2 2026, buying an estimated $10.6K and bringing the position to 8,356 shares worth $954K. The position accounts for 0.13% of the portfolio, ranked #86.

Canvas Wealth Advisors first reported a position in SHOP in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.48M in Q1 2022. 267 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Canvas Wealth Advisors held 8,356 shares of Shopify worth $954K as of Q2 2026.
  • Canvas Wealth Advisors bought 93 Shopify shares in Q2 2026, an estimated $10.6K.
  • Shopify made up 0.13% of Canvas Wealth Advisors's portfolio in Q2 2026, its #86 holding.
  • Canvas Wealth Advisors first reported a position in Shopify in Q1 2022 and has held it in 18 quarters since.
  • Canvas Wealth Advisors's Shopify position peaked at $1.48M in Q1 2022.
  • 267 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Canvas Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.