GA
SHOP icon

GoalVest Advisory’s Shopify SHOP Stock Holding History

GoalVest 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 		$39.6K Sell
347
-131
-27% -$14.9K 0.01% 231
2026
Q1 		$56.7K Buy
478
+81
+20% +$10.6K 0.01% 215
2025
Q4 		$63.9K Hold
397
– – 0.01% 215
2025
Q3 		$59K Hold
397
– – 0.01% 205
2025
Q2 		$45.8K Hold
397
– – 0.01% 216
2025
Q1 		$37.9K Buy
397
+50
+14% +$5.45K 0.01% 203
2024
Q4 		$36.9K Hold
347
– – 0.01% 204
2024
Q3 		$27.8K Hold
347
– – 0.01% 240
2024
Q2 		$22.9K Hold
347
– – 0.01% 227
2024
Q1 		$26.8K Hold
347
– – 0.01% 244
2023
Q4 		$27K Hold
347
– – 0.01% 182
2023
Q3 		$18.9K Sell
347
-300
-46% -$18.2K 0.01% 224
2023
Q2 		$41.8K Hold
647
– – 0.02% 152
2023
Q1 		$31K Buy
647
+67
+12% +$2.95K 0.02% 142
2022
Q4 		$20.1K Hold
580
– – 0.01% 157
2022
Q3 		$16K Hold
580
– – 0.01% 166
2022
Q2 		$20K Hold
580
– – 0.01% 223
2022
Q1 		$39K Buy
+580
New +$47.6K 0.02% 167
2021
Q2 		$85K Hold
580
– – 0.05% 134
2021
Q1 		$64K Hold
580
– – 0.05% 116
2020
Q4 		$66K Buy
+580
New +$60.9K 0.06% 104

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

GoalVest Advisory's SHOP Position: Q2 2026 in Review

GoalVest Advisory reduced its Shopify (SHOP) stake by 27% in Q2 2026, selling an estimated $14.9K and leaving 347 shares worth $39.6K. The position accounts for 0.01% of the portfolio, ranked #231.

GoalVest Advisory first reported a position in SHOP in Q4 2020 and has held it in 21 quarters since. The position peaked at $85K in Q2 2021. 493 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • GoalVest Advisory held 347 shares of Shopify worth $39.6K as of Q2 2026.
  • GoalVest Advisory sold 131 Shopify shares in Q2 2026, an estimated $14.9K.
  • Shopify made up 0.01% of GoalVest Advisory's portfolio in Q2 2026, its #231 holding.
  • GoalVest Advisory first reported a position in Shopify in Q4 2020 and has held it in 21 quarters since.
  • GoalVest Advisory's Shopify position peaked at $85K in Q2 2021.
  • 493 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.