GSWM
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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 – 767
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

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

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. 493 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.
  • 493 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.