EWM
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Empirical Wealth Management’s Shopify SHOP Stock Holding History

Empirical 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 		$1.31M Buy
11,434
+3,200
+39% +$365K 0.02% 346
2026
Q1 		$977K Buy
8,234
+465
+6% +$61.1K 0.02% 365
2025
Q4 		$1.25M Buy
7,769
+313
+4% +$50.3K 0.02% 303
2025
Q3 		$1.11M Sell
7,456
-574
-7% -$77.8K 0.02% 318
2025
Q2 		$926K Buy
8,030
+1,755
+28% +$176K 0.02% 319
2025
Q1 		$599K Sell
6,275
-45
-0.7% -$4.9K 0.02% 376
2024
Q4 		$672K Sell
6,320
-1,029
-14% -$100K 0.02% 335
2024
Q3 		$589K Sell
7,349
-270
-4% -$18.6K 0.02% 346
2024
Q2 		$503K Sell
7,619
-4,076
-35% -$270K 0.01% 359
2024
Q1 		$903K Buy
11,695
+3,242
+38% +$256K 0.03% 266
2023
Q4 		$658K Sell
8,453
-690
-8% -$44.1K 0.02% 283
2023
Q3 		$499K Buy
9,143
+1,988
+28% +$120K 0.02% 306
2023
Q2 		$462K Sell
7,155
-450
-6% -$25.4K 0.02% 327
2023
Q1 		$365K Buy
7,605
+320
+4% +$14.1K 0.02% 366
2022
Q4 		$253K Sell
7,285
-1,835
-20% -$62.7K 0.01% 403
2022
Q3 		$246K Buy
9,120
+1,500
+20% +$51K 0.01% 413
2022
Q2 		$238K Buy
7,620
+650
+9% +$27.8K 0.01% 415
2022
Q1 		$471K Sell
6,970
-110
-2% -$9.03K 0.02% 340
2021
Q4 		$975K Sell
7,080
-20
-0.3% -$2.92K 0.05% 223
2021
Q3 		$963K Sell
7,100
-190
-3% -$28.5K 0.05% 199
2021
Q2 		$1.06M Buy
7,290
+100
+1% +$12.3K 0.06% 178
2021
Q1 		$796K Sell
7,190
-530
-7% -$64K 0.06% 189
2020
Q4 		$874K Buy
7,720
+990
+15% +$104K 0.07% 168
2020
Q3 		$688K Sell
6,730
-700
-9% -$69.6K 0.06% 172
2020
Q2 		$705K Buy
7,430
+1,200
+19% +$83.3K 0.07% 166
2020
Q1 		$260K Buy
+6,230
New +$281K 0.03% 266
2019
Q4 		– Sell
-6,630
Closed -$207K – 344
2019
Q3 		$207K Buy
+6,630
New +$227K 0.03% 272

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

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

Empirical Wealth Management increased its Shopify (SHOP) stake by 39% in Q2 2026, buying an estimated $365K and bringing the position to 11,434 shares worth $1.31M. The position accounts for 0.02% of the portfolio, ranked #346.

Empirical Wealth Management first reported a position in SHOP in Q3 2019 and has held it in 27 quarters since. 493 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Empirical Wealth Management held 11,434 shares of Shopify worth $1.31M as of Q2 2026.
  • Empirical Wealth Management bought 3,200 Shopify shares in Q2 2026, an estimated $365K.
  • Shopify made up 0.02% of Empirical Wealth Management's portfolio in Q2 2026, its #346 holding.
  • Empirical Wealth Management first reported a position in Shopify in Q3 2019 and has held it in 27 quarters since.
  • 493 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.