IFWM
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Institute for Wealth Management’s Shopify SHOP Stock Holding History

Institute for 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 		$2.33M Buy
20,436
+6,451
+46% +$736K 0.21% 96
2026
Q1 		$1.66M Buy
13,985
+4,660
+50% +$612K 0.18% 126
2025
Q4 		$1.5M Sell
9,325
-462
-5% -$74.2K 0.16% 133
2025
Q3 		$1.45M Sell
9,787
-202
-2% -$27.4K 0.15% 140
2025
Q2 		$1.15M Sell
9,989
-830
-8% -$83K 0.13% 167
2025
Q1 		$1.03M Buy
10,819
+1,109
+11% +$121K 0.13% 178
2024
Q4 		$1.03M Buy
9,710
+624
+7% +$60.7K 0.13% 168
2024
Q3 		$728K Buy
9,086
+701
+8% +$48.4K 0.09% 229
2024
Q2 		$554K Buy
8,385
+4,546
+118% +$302K 0.07% 261
2024
Q1 		$296K Sell
3,839
-1,056
-22% -$83.4K 0.04% 393
2023
Q4 		$381K Hold
4,895
– – 0.06% 320
2023
Q3 		$267K Hold
4,895
– – 0.05% 371
2023
Q2 		$316K Sell
4,895
-1,111
-18% -$62.8K 0.05% 357
2023
Q1 		$288K Sell
6,006
-122
-2% -$5.37K 0.06% 367
2022
Q4 		$213K Sell
6,128
-5,750
-48% -$196K 0.04% 414
2022
Q3 		$320K Buy
11,878
+2,368
+25% +$80.6K 0.07% 325
2022
Q2 		$297K Buy
9,510
+2,840
+43% +$121K 0.06% 396
2022
Q1 		$451K Buy
+6,670
New +$548K 0.07% 316
2021
Q4 		– Sell
-6,980
Closed -$946K – 505
2021
Q3 		$946K Buy
6,980
+220
+3% +$33K 0.17% 157
2021
Q2 		$988K Buy
6,760
+720
+12% +$88.7K 0.17% 152
2021
Q1 		$668K Buy
6,040
+190
+3% +$23K 0.13% 202
2020
Q4 		$662K Sell
5,850
-1,200
-17% -$126K 0.13% 199
2020
Q3 		$721K Sell
7,050
-640
-8% -$63.6K 0.16% 160
2020
Q2 		$730K Buy
7,690
+40
+0.5% +$2.78K 0.18% 150
2020
Q1 		$319K Sell
7,650
-1,110
-13% -$50K 0.1% 266
2019
Q4 		$348K Buy
8,760
+70
+0.8% +$2.37K 0.08% 313
2019
Q3 		$271K Buy
8,690
+120
+1% +$4.11K 0.07% 344
2019
Q2 		$257K Buy
+8,570
New +$223K 0.06% 385

Other funds holding SHOP

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Institute for Wealth Management's SHOP Position: Q2 2026 in Review

Institute for Wealth Management increased its Shopify (SHOP) stake by 46% in Q2 2026, buying an estimated $736K and bringing the position to 20,436 shares worth $2.33M. The position accounts for 0.21% of the portfolio, ranked #96.

Institute for Wealth Management first reported a position in SHOP in Q2 2019 and has held it in 28 quarters since. 1,705 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Institute for Wealth Management held 20,436 shares of Shopify worth $2.33M as of Q2 2026.
  • Institute for Wealth Management bought 6,451 Shopify shares in Q2 2026, an estimated $736K.
  • Shopify made up 0.21% of Institute for Wealth Management's portfolio in Q2 2026, its #96 holding.
  • Institute for Wealth Management first reported a position in Shopify in Q2 2019 and has held it in 28 quarters since.
  • 1,705 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.