JWA
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JFS Wealth Advisors’s Shopify SHOP Stock Holding History

JFS Wealth Advisors’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 		$69.1K Sell
605
-720
-54% -$82.2K ﹤0.01% 484
2026
Q1 		$157K Hold
1,325
– – 0.01% 354
2025
Q4 		$213K Hold
1,325
– – 0.01% 311
2025
Q3 		$197K Hold
1,325
– – 0.01% 330
2025
Q2 		$153K Hold
1,325
– – 0.01% 321
2025
Q1 		$127K Buy
1,325
+73
+6% +$7.96K 0.01% 346
2024
Q4 		$133K Buy
1,252
+195
+18% +$19K 0.01% 330
2024
Q3 		$84.7K Buy
1,057
+100
+10% +$6.91K 0.01% 389
2024
Q2 		$63.2K Hold
957
– – 0.01% 382
2024
Q1 		$73.9K Buy
957
+77
+9% +$6.08K 0.01% 371
2023
Q4 		$68.6K Buy
880
+18
+2% +$1.15K 0.01% 363
2023
Q3 		$47K Sell
862
-16
-2% -$969 ﹤0.01% 383
2023
Q2 		$56.7K Buy
878
+20
+2% +$1.13K 0.01% 358
2023
Q1 		$41.1K Buy
858
+11
+1% +$484 ﹤0.01% 396
2022
Q4 		$29.4K Sell
847
-484
-36% -$16.5K ﹤0.01% 452
2022
Q3 		$36K Sell
1,331
-219
-14% -$7.45K ﹤0.01% 446
2022
Q2 		$48K Buy
1,550
+210
+16% +$8.97K 0.01% 402
2022
Q1 		$91K Buy
1,340
+280
+26% +$23K 0.01% 314
2021
Q4 		$146K Buy
1,060
+20
+2% +$2.92K 0.01% 258
2021
Q3 		$141K Buy
1,040
+250
+32% +$37.5K 0.01% 258
2021
Q2 		$115K Hold
790
– – 0.02% 208
2021
Q1 		$87K Buy
790
+730
+1,217% +$88.2K 0.02% 207
2020
Q4 		$7K Hold
60
– – ﹤0.01% 446
2020
Q3 		$6K Sell
60
-30
-33% -$2.98K ﹤0.01% 432
2020
Q2 		$9K Hold
90
– – ﹤0.01% 391
2020
Q1 		$4K Buy
+90
New +$4.06K ﹤0.01% 406
2019
Q2 		– Sell
-290
Closed -$6K – 481
2019
Q1 		$6K Buy
+290
New +$5.12K ﹤0.01% 386

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

JFS Wealth Advisors's SHOP Position: Q2 2026 in Review

JFS Wealth Advisors reduced its Shopify (SHOP) stake by 54% in Q2 2026, selling an estimated $82.2K and leaving 605 shares worth $69.1K. The position accounts for ﹤0.01% of the portfolio, ranked #484.

JFS Wealth Advisors first reported a position in SHOP in Q1 2019 and has held it in 27 quarters since. The position peaked at $213K in Q4 2025. 493 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • JFS Wealth Advisors held 605 shares of Shopify worth $69.1K as of Q2 2026.
  • JFS Wealth Advisors sold 720 Shopify shares in Q2 2026, an estimated $82.2K.
  • Shopify made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #484 holding.
  • JFS Wealth Advisors first reported a position in Shopify in Q1 2019 and has held it in 27 quarters since.
  • JFS Wealth Advisors's Shopify position peaked at $213K in Q4 2025.
  • 493 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.