CWP
SHOP icon

Curated Wealth Partners’s Shopify SHOP Stock Holding History

Curated Wealth Partners’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 		$425K Buy
+28,079
New +$3.2M 0.05% 318
2026
Q1 		– Sell
-1,284
Closed -$207K – 253
2025
Q4 		$207K Buy
+1,284
New +$206K 0.02% 196

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
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
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

Curated Wealth Partners's SHOP Position: Q2 2026 in Review

Curated Wealth Partners opened a new position in Shopify (SHOP) in Q2 2026: 28,079 shares worth $425K. The stake represents 0.05% of the portfolio and ranks #318 among its holdings. This is a return to the name: Curated Wealth Partners previously reported a position in SHOP as recently as Q4 2025.

Curated Wealth Partners first reported a position in SHOP in Q4 2025 and has held it in 2 quarters since. 555 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Curated Wealth Partners held 28,079 shares of Shopify worth $425K as of Q2 2026.
  • Shopify was a new Curated Wealth Partners position in Q2 2026.
  • Shopify made up 0.05% of Curated Wealth Partners's portfolio in Q2 2026, its #318 holding.
  • Curated Wealth Partners first reported a position in Shopify in Q4 2025 and has held it in 2 quarters since.
  • 555 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.