CA
SHOP icon

Crewe Advisors’s Shopify SHOP Stock Holding History

Crewe 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 		$979K Sell
8,571
-35
-0.4% -$3.99K 0.07% 93
2026
Q1 		$1.02M Sell
8,606
-45
-0.5% -$5.91K 0.09% 86
2025
Q4 		$1.39M Buy
8,651
+45
+0.5% +$7.22K 0.12% 67
2025
Q3 		$1.28M Buy
+8,606
New +$1.17M 0.12% 73
2024
Q3 		– Sell
-10,113
Closed -$668K – 955
2024
Q2 		$668K Buy
10,113
+664
+7% +$44K 0.07% 85
2024
Q1 		$729K Buy
+9,449
New +$746K 0.09% 80
2023
Q4 		– Sell
-1,081
Closed -$59K – 652
2023
Q3 		$59K Buy
1,081
+50
+5% +$3.03K 0.01% 127
2023
Q2 		$66.6K Sell
1,031
-430
-29% -$24.3K 0.01% 246
2023
Q1 		$70K Sell
1,461
-151
-9% -$6.64K 0.01% 271
2022
Q4 		$56K Buy
1,612
+121
+8% +$4.13K 0.01% 295
2022
Q3 		$40K Buy
1,491
+151
+11% +$5.14K 0.01% 346
2022
Q2 		$42K Buy
1,340
+430
+47% +$18.4K 0.01% 316
2022
Q1 		$62K Hold
910
– – 0.01% 213
2021
Q4 		$125K Buy
+910
New +$133K 0.03% 121

Other funds holding SHOP

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
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
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Crewe Advisors's SHOP Position: Q2 2026 in Review

Crewe Advisors reduced its Shopify (SHOP) stake by 0.41% in Q2 2026, selling an estimated $3.99K and leaving 8,571 shares worth $979K. The position accounts for 0.07% of the portfolio, ranked #93.

Crewe Advisors first reported a position in SHOP in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.39M in Q4 2025. 493 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Crewe Advisors held 8,571 shares of Shopify worth $979K as of Q2 2026.
  • Crewe Advisors sold 35 Shopify shares in Q2 2026, an estimated $3.99K.
  • Shopify made up 0.07% of Crewe Advisors's portfolio in Q2 2026, its #93 holding.
  • Crewe Advisors first reported a position in Shopify in Q4 2021 and has held it in 14 quarters since.
  • Crewe Advisors's Shopify position peaked at $1.39M in Q4 2025.
  • 493 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

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