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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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. 1,716 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.
1,716 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.