DWM
SHOP icon

Darwin Wealth Management’s Shopify SHOP Stock Holding History

Darwin 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 		$29.8K Buy
261
+1
+0.4% +$114 0.01% 290
2026
Q1 		$30.8K Hold
260
– – 0.01% 264
2025
Q4 		$41.9K Hold
260
– – 0.01% 232
2025
Q3 		$38.6K Buy
260
+250
+2,500% +$33.9K 0.01% 234
2025
Q2 		$1.15K Hold
10
– – ﹤0.01% 522
2025
Q1 		$1.06K Hold
10
– – ﹤0.01% 555
2024
Q4 		$1.06K Hold
10
– – ﹤0.01% 555
2024
Q3 		$801 Buy
+10
New +$691 ﹤0.01% 573
2020
Q4 		– Sell
-27,630
Closed -$2.83M – 176
2020
Q3 		$2.83M Sell
27,630
-10,780
-28% -$1.07M 0.61% 51
2020
Q2 		$3.65M Buy
+38,410
New +$2.67M 0.93% 29

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

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

Darwin Wealth Management increased its Shopify (SHOP) stake by 0.38% in Q2 2026, buying an estimated $114 and bringing the position to 261 shares worth $29.8K. The position accounts for 0.01% of the portfolio, ranked #290.

Darwin Wealth Management first reported a position in SHOP in Q2 2020 and has held it in 10 quarters since. The position peaked at $3.65M in Q2 2020. 493 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Darwin Wealth Management held 261 shares of Shopify worth $29.8K as of Q2 2026.
  • Darwin Wealth Management bought 1 Shopify share in Q2 2026, an estimated $114.
  • Shopify made up 0.01% of Darwin Wealth Management's portfolio in Q2 2026, its #290 holding.
  • Darwin Wealth Management first reported a position in Shopify in Q2 2020 and has held it in 10 quarters since.
  • Darwin Wealth Management's Shopify position peaked at $3.65M in Q2 2020.
  • 493 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

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