GWMIA
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Global Wealth Management Investment Advisory’s Shopify SHOP Stock Holding History

Global Wealth Management Investment Advisory’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 		$4.18M Buy
36,628
+2,866
+8% +$327K 0.6% 64
2026
Q1 		$4M Buy
33,762
+12,031
+55% +$1.58M 0.63% 63
2025
Q4 		$3.5M Buy
21,731
+700
+3% +$112K 0.56% 67
2025
Q3 		$3.13M Buy
21,031
+2,898
+16% +$393K 0.52% 69
2025
Q2 		$2.09M Sell
18,133
-45
-0.2% -$4.5K 0.39% 74
2025
Q1 		$1.74M Buy
18,178
+1,009
+6% +$110K 0.35% 80
2024
Q4 		$1.83M Sell
17,169
-7,229
-30% -$703K 0.38% 77
2024
Q3 		$1.96M Buy
24,398
+5,742
+31% +$397K 0.42% 70
2024
Q2 		$1.23M Buy
18,656
+1,800
+11% +$119K 0.29% 83
2024
Q1 		$1.3M Buy
16,856
+129
+0.8% +$10.2K 0.32% 82
2023
Q4 		$1.3M Buy
16,727
+854
+5% +$54.5K 0.33% 80
2023
Q3 		$866K Buy
15,873
+1,175
+8% +$71.2K 0.24% 95
2023
Q2 		$949K Sell
14,698
-3,896
-21% -$220K 0.26% 94
2023
Q1 		$891K Sell
18,594
-589
-3% -$25.9K 0.27% 90
2022
Q4 		$666K Buy
19,183
+1,271
+7% +$43.4K 0.22% 92
2022
Q3 		$483K Sell
17,912
-4,304
-19% -$146K 0.17% 99
2022
Q2 		$694K Buy
+22,216
New +$949K 0.23% 88
2020
Q4 		– Sell
-7,470
Closed -$764K – 490
2020
Q3 		$764K Buy
+7,470
New +$743K 0.33% 76
2020
Q2 		– Sell
-12,680
Closed -$529K – 663
2020
Q1 		$529K Sell
12,680
-500
-4% -$22.5K 0.27% 77
2019
Q4 		$524K Buy
+13,180
New +$446K 0.22% 81
2019
Q1 		– Sell
-18,070
Closed -$250K – 752
2018
Q4 		$250K Buy
+18,070
New +$254K 0.15% 116

Other funds holding SHOP

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Global Wealth Management Investment Advisory's SHOP Position: Q2 2026 in Review

Global Wealth Management Investment Advisory increased its Shopify (SHOP) stake by 8.5% in Q2 2026, buying an estimated $327K and bringing the position to 36,628 shares worth $4.18M. The position accounts for 0.6% of the portfolio, ranked #64.

Global Wealth Management Investment Advisory first reported a position in SHOP in Q4 2018 and has held it in 21 quarters since. 1,706 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Global Wealth Management Investment Advisory held 36,628 shares of Shopify worth $4.18M as of Q2 2026.
  • Global Wealth Management Investment Advisory bought 2,866 Shopify shares in Q2 2026, an estimated $327K.
  • Shopify made up 0.6% of Global Wealth Management Investment Advisory's portfolio in Q2 2026, its #64 holding.
  • Global Wealth Management Investment Advisory first reported a position in Shopify in Q4 2018 and has held it in 21 quarters since.
  • 1,706 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.