JPWM
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Jamison Private Wealth Management’s Shopify SHOP Stock Holding History

Jamison 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 		$229K Buy
2,009
+1
+0% +$114 0.02% 214
2026
Q1 		$238K Hold
2,008
– – 0.03% 198
2025
Q4 		$323K Buy
2,008
+28
+1% +$4.5K 0.04% 180
2025
Q3 		$294K Hold
1,980
– – 0.04% 184
2025
Q2 		$228K Buy
+1,980
New +$198K 0.03% 186
2025
Q1 		– Sell
-1,980
Closed -$211K – 206
2024
Q4 		$211K Sell
1,980
-130
-6% -$12.6K 0.03% 197
2024
Q3 		$169K Hold
2,110
– – 0.03% 200
2024
Q2 		$139K Hold
2,110
– – 0.02% 197
2024
Q1 		$163K Hold
2,110
– – 0.03% 188
2023
Q4 		$164K Sell
2,110
-830
-28% -$53K 0.03% 179
2023
Q3 		$160K Buy
+2,940
New +$178K 0.03% 172

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

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

Jamison Private Wealth Management increased its Shopify (SHOP) stake by 0.05% in Q2 2026, buying an estimated $114 and bringing the position to 2,009 shares worth $229K. The position accounts for 0.02% of the portfolio, ranked #214.

Jamison Private Wealth Management first reported a position in SHOP in Q3 2023 and has held it in 11 quarters since. The position peaked at $323K in Q4 2025. 493 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Jamison Private Wealth Management held 2,009 shares of Shopify worth $229K as of Q2 2026.
  • Jamison Private Wealth Management bought 1 Shopify share in Q2 2026, an estimated $114.
  • Shopify made up 0.02% of Jamison Private Wealth Management's portfolio in Q2 2026, its #214 holding.
  • Jamison Private Wealth Management first reported a position in Shopify in Q3 2023 and has held it in 11 quarters since.
  • Jamison Private Wealth Management's Shopify position peaked at $323K in Q4 2025.
  • 493 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Jamison Private Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.