CWS
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Cypress Wealth Services’s Shopify SHOP Stock Holding History

Cypress Wealth Services’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 		$1.97M Sell
17,217
-840
-5% -$95.9K 0.24% 78
2026
Q1 		$2.14M Sell
18,057
-380
-2% -$49.9K 0.3% 70
2025
Q4 		$2.97M Buy
18,437
+1,273
+7% +$204K 0.41% 51
2025
Q3 		$2.55M Buy
17,164
+128
+0.8% +$17.4K 0.42% 52
2025
Q2 		$1.97M Buy
17,036
+374
+2% +$37.4K 0.35% 57
2025
Q1 		$1.59M Buy
16,662
+147
+0.9% +$16K 0.32% 64
2024
Q4 		$1.76M Buy
16,515
+555
+3% +$54K 0.35% 56
2024
Q3 		$1.28M Sell
15,960
-70
-0.4% -$4.83K 0.26% 68
2024
Q2 		$1.06M Hold
16,030
– – 0.24% 73
2024
Q1 		$1.24M Sell
16,030
-1,277
-7% -$101K 0.29% 68
2023
Q4 		$1.35M Buy
17,307
+3
+0% +$192 0.34% 60
2023
Q3 		$944K Sell
17,304
-2,000
-10% -$121K 0.26% 71
2023
Q2 		$1.33M Buy
19,304
+5,636
+41% +$319K 0.35% 60
2023
Q1 		$655K Sell
13,668
-200
-1% -$8.8K 0.19% 94
2022
Q4 		$481K Buy
13,868
+598
+5% +$20.4K 0.15% 122
2022
Q3 		$361K Buy
13,270
+300
+2% +$10.2K 0.12% 144
2022
Q2 		$405K Sell
12,970
-260
-2% -$11.1K 0.13% 138
2022
Q1 		$894K Sell
13,230
-240
-2% -$19.7K 0.24% 76
2021
Q4 		$1.85M Buy
13,470
+200
+2% +$29.2K 0.51% 52
2021
Q3 		$1.8M Sell
13,270
-150
-1% -$22.5K 0.54% 49
2021
Q2 		$1.96M Sell
13,420
-660
-5% -$81.3K 0.54% 50
2021
Q1 		$1.56M Buy
14,080
+170
+1% +$20.5K 0.33% 67
2020
Q4 		$1.57M Buy
+13,910
New +$1.46M 0.35% 58
2020
Q3 		– Sell
-13,430
Closed -$1.34M – 461
2020
Q2 		$1.27M Sell
13,430
-440
-3% -$30.5K 0.3% 77
2020
Q1 		$578K Hold
13,870
– – 0.17% 118
2019
Q4 		$551K Buy
13,870
+70
+0.5% +$2.37K 0.14% 126
2019
Q3 		$430K Hold
13,800
– – 0.12% 143
2019
Q2 		$414K Buy
+13,800
New +$359K 0.12% 150

Other funds holding SHOP

BIM
Barton Investment Management West Conshohocken, Pennsylvania $738M AUM 7.58% 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
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Cypress Wealth Services's SHOP Position: Q2 2026 in Review

Cypress Wealth Services reduced its Shopify (SHOP) stake by 4.7% in Q2 2026, selling an estimated $95.9K and leaving 17,217 shares worth $1.97M. The position accounts for 0.24% of the portfolio, ranked #78.

Cypress Wealth Services first reported a position in SHOP in Q2 2019 and has held it in 28 quarters since. The position peaked at $2.97M in Q4 2025. 367 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Cypress Wealth Services held 17,217 shares of Shopify worth $1.97M as of Q2 2026.
  • Cypress Wealth Services sold 840 Shopify shares in Q2 2026, an estimated $95.9K.
  • Shopify made up 0.24% of Cypress Wealth Services's portfolio in Q2 2026, its #78 holding.
  • Cypress Wealth Services first reported a position in Shopify in Q2 2019 and has held it in 28 quarters since.
  • Cypress Wealth Services's Shopify position peaked at $2.97M in Q4 2025.
  • 367 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.