JWM
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Jacksonville Wealth Management’s Shopify SHOP Stock Holding History

Jacksonville 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 		$915K Sell
8,015
-85
-1% -$9.7K 0.52% 31
2026
Q1 		$961K Buy
8,100
+28
+0.3% +$3.68K 0.65% 28
2025
Q4 		$1.3M Sell
8,072
-150
-2% -$24.1K 0.92% 24
2025
Q3 		$1.22M Sell
8,222
-124
-1% -$16.8K 0.9% 25
2025
Q2 		$963K Sell
8,346
-129
-2% -$12.9K 0.77% 28
2025
Q1 		$809K Sell
8,475
-125
-1% -$13.6K 0.8% 28
2024
Q4 		$914K Buy
+8,600
New +$836K 0.85% 25

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

Jacksonville Wealth Management's SHOP Position: Q2 2026 in Review

Jacksonville Wealth Management reduced its Shopify (SHOP) stake by 1% in Q2 2026, selling an estimated $9.7K and leaving 8,015 shares worth $915K. The position accounts for 0.52% of the portfolio, ranked #31.

Jacksonville Wealth Management first reported a position in SHOP in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.3M in Q4 2025. 1,713 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Jacksonville Wealth Management held 8,015 shares of Shopify worth $915K as of Q2 2026.
  • Jacksonville Wealth Management sold 85 Shopify shares in Q2 2026, an estimated $9.7K.
  • Shopify made up 0.52% of Jacksonville Wealth Management's portfolio in Q2 2026, its #31 holding.
  • Jacksonville Wealth Management first reported a position in Shopify in Q4 2024 and has held it in 7 quarters since.
  • Jacksonville Wealth Management's Shopify position peaked at $1.3M in Q4 2025.
  • 1,713 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Jacksonville Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.