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Global Wealth Strategies & Associates’s Shopify SHOP Stock Holding History

Global Wealth Strategies & Associates’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 		– Sell
-263
Closed -$31.2K – 394
2026
Q1 		$31.2K Hold
263
– – 0.01% 215
2025
Q4 		$42.3K Hold
263
– – 0.01% 168
2025
Q3 		$39.1K Hold
263
– – 0.01% 168
2025
Q2 		$30.3K Buy
263
+170
+183% +$17K 0.01% 142
2025
Q1 		$8.88K Buy
93
+13
+16% +$1.42K ﹤0.01% 277
2024
Q4 		$8.51K Hold
80
– – ﹤0.01% 235
2024
Q3 		$6.41K Buy
+80
New +$5.53K ﹤0.01% 220
2024
Q1 		– Sell
-250
Closed -$19.5K – 385
2023
Q4 		$19.5K Hold
250
– – 0.01% 125
2023
Q3 		$13.6K Hold
250
– – 0.01% 138
2023
Q2 		$16.1K Hold
250
– – 0.01% 128
2023
Q1 		$12K Hold
250
– – 0.01% 148
2022
Q4 		$8.68K Buy
+250
New +$8.54K 0.01% 160

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

Global Wealth Strategies & Associates's SHOP Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of Shopify (SHOP) in Q2 2026, closing a stake of 263 shares — an estimated $31.2K sold.

Global Wealth Strategies & Associates first reported a position in SHOP in Q4 2022 and held it in 12 quarters. The position peaked at $42.3K in Q4 2025. 493 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining Shopify position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 263 Shopify shares in Q2 2026, an estimated $31.2K.
  • Global Wealth Strategies & Associates first reported a position in Shopify in Q4 2022 and held it in 12 quarters.
  • Global Wealth Strategies & Associates's Shopify position peaked at $42.3K in Q4 2025.
  • 493 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.