CWM
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Cornerstone Wealth Management’s Shopify SHOP Stock Holding History

Cornerstone Wealth Management’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 		$1.29M Buy
11,323
+259
+2% +$29.6K 0.06% 295
2026
Q1 		$1.31M Sell
11,064
-2,713
-20% -$356K 0.07% 258
2025
Q4 		$2.22M Buy
13,777
+52
+0.4% +$8.35K 0.12% 169
2025
Q3 		$2.04M Sell
13,725
-135
-1% -$18.3K 0.11% 171
2025
Q2 		$1.6M Sell
13,860
-40
-0.3% -$4K 0.1% 178
2025
Q1 		$1.33M Hold
13,900
– – 0.09% 190
2024
Q4 		$1.48M Buy
13,900
+1,866
+16% +$181K 0.1% 167
2024
Q3 		$964K Hold
12,034
– – 0.07% 224
2024
Q2 		$795K Sell
12,034
-1,490
-11% -$98.8K 0.06% 237
2024
Q1 		$1.04M Buy
13,524
+2,265
+20% +$179K 0.08% 195
2023
Q4 		$877K Sell
11,259
-89
-0.8% -$5.68K 0.08% 218
2023
Q3 		$619K Buy
11,348
+248
+2% +$15K 0.06% 258
2023
Q2 		$717K Buy
11,100
+953
+9% +$53.9K 0.06% 243
2023
Q1 		$486K Buy
+10,147
New +$446K 0.05% 286
2022
Q3 		$275K Buy
10,220
+2,950
+41% +$100K 0.03% 364
2022
Q2 		$227K Buy
7,270
+2,190
+43% +$93.5K 0.03% 402
2022
Q1 		$343K Sell
5,080
-600
-11% -$49.3K 0.03% 341
2021
Q4 		$785K Sell
5,680
-1,230
-18% -$180K 0.07% 215
2021
Q3 		$937K Buy
6,910
+2,010
+41% +$301K 0.1% 188
2021
Q2 		$716K Buy
4,900
+340
+7% +$41.9K 0.08% 228
2021
Q1 		$505K Sell
4,560
-130
-3% -$15.7K 0.06% 270
2020
Q4 		$531K Buy
4,690
+320
+7% +$33.6K 0.07% 237
2020
Q3 		$447K Buy
4,370
+140
+3% +$13.9K 0.07% 234
2020
Q2 		$402K Buy
+4,230
New +$294K 0.07% 242
2018
Q4 		– Sell
-121,730
Closed -$125K – 1003
2018
Q3 		$125K Sell
121,730
-124,810
-51% -$1.9M ﹤0.01% 1259
2018
Q2 		$165K Buy
+246,540
New +$3.49M ﹤0.01% 1370

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

Cornerstone Wealth Management's SHOP Position: Q2 2026 in Review

Cornerstone Wealth Management increased its Shopify (SHOP) stake by 2.3% in Q2 2026, buying an estimated $29.6K and bringing the position to 11,323 shares worth $1.29M. The position accounts for 0.06% of the portfolio, ranked #295.

Cornerstone Wealth Management first reported a position in SHOP in Q2 2018 and has held it in 26 quarters since. The position peaked at $2.22M in Q4 2025. 1,705 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Cornerstone Wealth Management held 11,323 shares of Shopify worth $1.29M as of Q2 2026.
  • Cornerstone Wealth Management bought 259 Shopify shares in Q2 2026, an estimated $29.6K.
  • Shopify made up 0.06% of Cornerstone Wealth Management's portfolio in Q2 2026, its #295 holding.
  • Cornerstone Wealth Management first reported a position in Shopify in Q2 2018 and has held it in 26 quarters since.
  • Cornerstone Wealth Management's Shopify position peaked at $2.22M in Q4 2025.
  • 1,705 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.