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SHOP icon

Goldstein Advisors’s Shopify SHOP Stock Holding History

Goldstein Advisors’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 		$384K Buy
3,361
+811
+32% +$92.6K 0.04% 163
2026
Q1 		$302K Buy
2,550
+240
+10% +$31.5K 0.03% 150
2025
Q4 		$372K Buy
2,310
+223
+11% +$35.8K 0.04% 124
2025
Q3 		$310K Sell
2,087
-634
-23% -$86K 0.04% 136
2025
Q2 		$314K Buy
+2,721
New +$272K 0.04% 126
2025
Q1 		– Sell
-2,072
Closed -$220K – 212
2024
Q4 		$220K Buy
+2,072
New +$202K 0.03% 169

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

Goldstein Advisors's SHOP Position: Q2 2026 in Review

Goldstein Advisors increased its Shopify (SHOP) stake by 32% in Q2 2026, buying an estimated $92.6K and bringing the position to 3,361 shares worth $384K. The position accounts for 0.04% of the portfolio, ranked #163.

Goldstein Advisors first reported a position in SHOP in Q4 2024 and has held it in 6 quarters since. 493 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Goldstein Advisors held 3,361 shares of Shopify worth $384K as of Q2 2026.
  • Goldstein Advisors bought 811 Shopify shares in Q2 2026, an estimated $92.6K.
  • Shopify made up 0.04% of Goldstein Advisors's portfolio in Q2 2026, its #163 holding.
  • Goldstein Advisors first reported a position in Shopify in Q4 2024 and has held it in 6 quarters since.
  • 493 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Goldstein Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.