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Clarity Wealth Advisors’s Shopify SHOP Stock Holding History

Clarity 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 		$386K Sell
3,385
-150
-4% -$17.1K 0.07% 81
2026
Q1 		$419K Buy
3,535
+63
+2% +$8.28K 0.09% 71
2025
Q4 		$559K Hold
3,472
– – 0.11% 64
2025
Q3 		$516K Sell
3,472
-863
-20% -$117K 0.11% 60
2025
Q2 		$500K Hold
4,335
– – 0.12% 64
2025
Q1 		$414K Sell
4,335
-1,000
-19% -$109K 0.11% 66
2024
Q4 		$567K Hold
5,335
– – 0.15% 56
2024
Q3 		$428K Buy
5,335
+375
+8% +$25.9K 0.12% 64
2024
Q2 		$328K Hold
4,960
– – 0.11% 72
2024
Q1 		$383K Sell
4,960
-15
-0.3% -$1.19K 0.13% 64
2023
Q4 		$388K Buy
4,975
+230
+5% +$14.7K 0.15% 62
2023
Q3 		$259K Hold
4,745
– – 0.12% 66
2023
Q2 		$307K Buy
4,745
+150
+3% +$8.48K 0.14% 61
2023
Q1 		$220K Buy
+4,595
New +$202K 0.11% 68
2022
Q2 		– Sell
-3,200
Closed -$216K – 76
2022
Q1 		$216K Buy
+3,200
New +$263K 0.1% 66

Other funds holding SHOP

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

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

Clarity Wealth Advisors reduced its Shopify (SHOP) stake by 4.2% in Q2 2026, selling an estimated $17.1K and leaving 3,385 shares worth $386K. The position accounts for 0.07% of the portfolio, ranked #81.

Clarity Wealth Advisors first reported a position in SHOP in Q1 2022 and has held it in 15 quarters since. The position peaked at $567K in Q4 2024. 724 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Clarity Wealth Advisors held 3,385 shares of Shopify worth $386K as of Q2 2026.
  • Clarity Wealth Advisors sold 150 Shopify shares in Q2 2026, an estimated $17.1K.
  • Shopify made up 0.07% of Clarity Wealth Advisors's portfolio in Q2 2026, its #81 holding.
  • Clarity Wealth Advisors first reported a position in Shopify in Q1 2022 and has held it in 15 quarters since.
  • Clarity Wealth Advisors's Shopify position peaked at $567K in Q4 2024.
  • 724 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Clarity Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.