CMA
SHOP icon

Cedar Mountain Advisors’s Shopify SHOP Stock Holding History

Cedar Mountain 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 		$9.13K Sell
80
-6
-7% -$685 ﹤0.01% 519
2026
Q1 		$10.2K Hold
86
– – ﹤0.01% 456
2025
Q4 		$13.8K Buy
86
+6
+8% +$963 ﹤0.01% 223
2025
Q3 		$11.9K Sell
80
-20
-20% -$2.71K ﹤0.01% 242
2025
Q2 		$11.5K Buy
+100
New +$10K ﹤0.01% 203

Other funds holding SHOP

BIM
Barton Investment Management West Conshohocken, Pennsylvania $738M AUM 7.58% 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
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 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

Cedar Mountain Advisors's SHOP Position: Q2 2026 in Review

Cedar Mountain Advisors reduced its Shopify (SHOP) stake by 7% in Q2 2026, selling an estimated $685 and leaving 80 shares worth $9.13K. The position accounts for ﹤0.01% of the portfolio, ranked #519.

Cedar Mountain Advisors first reported a position in SHOP in Q2 2025 and has held it in 5 quarters since. The position peaked at $13.8K in Q4 2025. 313 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Cedar Mountain Advisors held 80 shares of Shopify worth $9.13K as of Q2 2026.
  • Cedar Mountain Advisors sold 6 Shopify shares in Q2 2026, an estimated $685.
  • Shopify made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q2 2026, its #519 holding.
  • Cedar Mountain Advisors first reported a position in Shopify in Q2 2025 and has held it in 5 quarters since.
  • Cedar Mountain Advisors's Shopify position peaked at $13.8K in Q4 2025.
  • 313 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.