DAS
SHOP icon

Dynamic Advisor Solutions’s Shopify SHOP Stock Holding History

Dynamic Advisor Solutions’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 		$324K Sell
2,839
-485
-15% -$55.3K 0.01% 829
2026
Q1 		$394K Buy
3,324
+160
+5% +$21K 0.01% 716
2025
Q4 		$509K Buy
3,164
+80
+3% +$12.8K 0.02% 630
2025
Q3 		$458K Sell
3,084
-138
-4% -$18.7K 0.01% 660
2025
Q2 		$372K Sell
3,222
-775
-19% -$77.5K 0.01% 679
2025
Q1 		$382K Buy
+3,997
New +$436K 0.01% 647
2024
Q4 		– Sell
-8,778
Closed -$703K – 804
2024
Q3 		$703K Buy
8,778
+585
+7% +$40.4K 0.02% 541
2024
Q2 		$541K Buy
8,193
+219
+3% +$14.5K 0.02% 610
2024
Q1 		$615K Buy
7,974
+558
+8% +$44.1K 0.02% 561
2023
Q4 		$553K Sell
7,416
-185
-2% -$11.8K 0.02% 556
2023
Q3 		$415K Buy
7,601
+3,281
+76% +$199K 0.02% 567
2023
Q2 		$279K Sell
4,320
-1,819
-30% -$103K 0.01% 650
2023
Q1 		$294K Sell
6,139
-14,290
-70% -$629K 0.02% 595
2022
Q4 		$709K Buy
20,429
+2,248
+12% +$76.8K 0.05% 352
2022
Q3 		$490K Buy
18,181
+7,811
+75% +$266K 0.04% 394
2022
Q2 		$324K Buy
10,370
+1,050
+11% +$44.8K 0.02% 505
2022
Q1 		$630K Buy
9,320
+10
+0.1% +$821 0.04% 384
2021
Q4 		$1.28M Sell
9,310
-4,150
-31% -$606K 0.09% 230
2021
Q3 		$1.82M Buy
13,460
+5,770
+75% +$865K 0.14% 182
2021
Q2 		$1.12M Buy
7,690
+1,580
+26% +$195K 0.09% 256
2021
Q1 		$676K Buy
6,110
+510
+9% +$61.6K 0.06% 314
2020
Q4 		$634K Buy
5,600
+590
+12% +$61.9K 0.06% 316
2020
Q3 		$513K Buy
5,010
+540
+12% +$53.7K 0.06% 309
2020
Q2 		$424K Buy
+4,470
New +$310K 0.06% 310
2020
Q1 		– Sell
-11,680
Closed -$464K – 581
2019
Q4 		$464K Buy
11,680
+4,290
+58% +$145K 0.06% 320
2019
Q3 		$230K Buy
+7,390
New +$253K 0.04% 435

Other funds holding SHOP

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
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
NI
Nepsis Inc Minneapolis, Minnesota $295M AUM 35.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Dynamic Advisor Solutions's SHOP Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its Shopify (SHOP) stake by 15% in Q2 2026, selling an estimated $55.3K and leaving 2,839 shares worth $324K. The position accounts for 0.01% of the portfolio, ranked #829.

Dynamic Advisor Solutions first reported a position in SHOP in Q3 2019 and has held it in 26 quarters since. The position peaked at $1.82M in Q3 2021. 267 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Dynamic Advisor Solutions held 2,839 shares of Shopify worth $324K as of Q2 2026.
  • Dynamic Advisor Solutions sold 485 Shopify shares in Q2 2026, an estimated $55.3K.
  • Shopify made up 0.01% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #829 holding.
  • Dynamic Advisor Solutions first reported a position in Shopify in Q3 2019 and has held it in 26 quarters since.
  • Dynamic Advisor Solutions's Shopify position peaked at $1.82M in Q3 2021.
  • 267 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.