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CM Wealth Advisors’s Shopify SHOP Stock Holding History

CM 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 		$282K Hold
2,474
– – 0.05% 151
2026
Q1 		$293K Sell
2,474
-746
-23% -$98K 0.06% 116
2025
Q4 		$518K Buy
+3,220
New +$517K 0.12% 77

Other funds holding SHOP

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

CM Wealth Advisors held its Shopify (SHOP) position steady in Q2 2026 at 2,474 shares worth $282K. The position accounts for 0.05% of the portfolio, ranked #151.

CM Wealth Advisors first reported a position in SHOP in Q4 2025 and has held it in 3 quarters since. The position peaked at $518K in Q4 2025. 1,711 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • CM Wealth Advisors held 2,474 shares of Shopify worth $282K as of Q2 2026.
  • CM Wealth Advisors left its Shopify share count unchanged in Q2 2026.
  • Shopify made up 0.05% of CM Wealth Advisors's portfolio in Q2 2026, its #151 holding.
  • CM Wealth Advisors first reported a position in Shopify in Q4 2025 and has held it in 3 quarters since.
  • CM Wealth Advisors's Shopify position peaked at $518K in Q4 2025.
  • 1,711 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

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