Golden State Wealth Management’s Shopify SHOP Stock Holding History

Golden State 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	$127K	Buy	1,116 +10	+0.9%	+$1.14K	0.01%	507
2026 Q1	$131K	Hold	1,106	–	–	0.01%	456
2025 Q4	$178K	Hold	1,106	–	–	0.02%	406
2025 Q3	$164K	Buy	1,106 +420	+61%	+$56.9K	0.02%	409
2025 Q2	$79.1K	Sell	686 -50	-7%	-$5K	0.01%	543
2025 Q1	$70.2K	Sell	736 -793	-52%	-$86.4K	0.01%	519
2024 Q4	$163K	Buy	+1,529	New	+$149K	0.02%	357
2020 Q2	–	Sell	-7,450	Closed	-$311K	–	801
2020 Q1	$311K	Buy	+7,450	New	+$336K	0.14%	110
2019 Q4	–	Sell	-7,150	Closed	-$223K	–	768
2019 Q3	$223K	Buy	7,150 +6,650	+1,330%	+$228K	0.07%	188
2019 Q2	$15K	Hold	500	–	–	﹤0.01%	674
2019 Q1	$10K	Buy	+500	New	+$8.83K	﹤0.01%	780

Other funds holding SHOP

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Golden State Wealth Management's SHOP Position: Q2 2026 in Review

Golden State Wealth Management increased its Shopify (SHOP) stake by 0.9% in Q2 2026, buying an estimated $1.14K and bringing the position to 1,116 shares worth $127K. The position accounts for 0.01% of the portfolio, ranked #507.

Golden State Wealth Management first reported a position in SHOP in Q1 2019 and has held it in 11 quarters since. The position peaked at $311K in Q1 2020. 1,711 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

Golden State Wealth Management held 1,116 shares of Shopify worth $127K as of Q2 2026.
Golden State Wealth Management bought 10 Shopify shares in Q2 2026, an estimated $1.14K.
Shopify made up 0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #507 holding.
Golden State Wealth Management first reported a position in Shopify in Q1 2019 and has held it in 11 quarters since.
Golden State Wealth Management's Shopify position peaked at $311K in Q1 2020.
1,711 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.