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Cyndeo Wealth Partners’s Shopify SHOP Stock Holding History

Cyndeo 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 		$354K Buy
3,096
+913
+42% +$104K 0.02% 408
2026
Q1 		$259K Sell
2,183
-7,422
-77% -$975K 0.01% 432
2025
Q4 		$1.55M Buy
9,605
+1,975
+26% +$317K 0.08% 194
2025
Q3 		$1.13M Buy
+7,630
New +$1.03M 0.06% 217

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

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

Cyndeo Wealth Partners increased its Shopify (SHOP) stake by 42% in Q2 2026, buying an estimated $104K and bringing the position to 3,096 shares worth $354K. The position accounts for 0.02% of the portfolio, ranked #408.

Cyndeo Wealth Partners first reported a position in SHOP in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.55M in Q4 2025. 493 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Cyndeo Wealth Partners held 3,096 shares of Shopify worth $354K as of Q2 2026.
  • Cyndeo Wealth Partners bought 913 Shopify shares in Q2 2026, an estimated $104K.
  • Shopify made up 0.02% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #408 holding.
  • Cyndeo Wealth Partners first reported a position in Shopify in Q3 2025 and has held it in 4 quarters since.
  • Cyndeo Wealth Partners's Shopify position peaked at $1.55M in Q4 2025.
  • 493 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.