Grant Private Wealth Management’s Shopify SHOP Stock Holding History

Grant Private 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	$1.02M	Sell	8,974 -1,650	-16%	-$188K	0.43%	48
2026 Q1	$1.26M	Sell	10,624 -200	-2%	-$26.3K	0.67%	30
2025 Q4	$1.74M	Buy	10,824 +1,400	+15%	+$225K	1.05%	21
2025 Q3	$1.4M	Buy	+9,424	New	+$1.28M	0.86%	28
2025 Q2	–	Sell	-10,264	Closed	-$980K	–	130
2025 Q1	$980K	Sell	10,264 -230	-2%	-$25.1K	1.06%	26
2024 Q4	$1.12M	Buy	+10,494	New	+$1.02M	1.2%	23

Other funds holding SHOP

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

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

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Nepsis Inc Minneapolis, Minnesota $295M AUM 35.44% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Grant Private Wealth Management's SHOP Position: Q2 2026 in Review

Grant Private Wealth Management reduced its Shopify (SHOP) stake by 16% in Q2 2026, selling an estimated $188K and leaving 8,974 shares worth $1.02M. The position accounts for 0.43% of the portfolio, ranked #48.

Grant Private Wealth Management first reported a position in SHOP in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.74M in Q4 2025. 267 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

Grant Private Wealth Management held 8,974 shares of Shopify worth $1.02M as of Q2 2026.
Grant Private Wealth Management sold 1,650 Shopify shares in Q2 2026, an estimated $188K.
Shopify made up 0.43% of Grant Private Wealth Management's portfolio in Q2 2026, its #48 holding.
Grant Private Wealth Management first reported a position in Shopify in Q4 2024 and has held it in 6 quarters since.
Grant Private Wealth Management's Shopify position peaked at $1.74M in Q4 2025.
267 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Grant Private Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.