Juncture Wealth Strategies’s Shopify SHOP Stock Holding History

Juncture Wealth Strategies’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	$308K	Sell	2,695 -508	-16%	-$58K	0.08%	149
2026 Q1	$380K	Sell	3,203 -674	-17%	-$88.6K	0.13%	89
2025 Q4	$624K	Buy	3,877 +279	+8%	+$44.8K	0.21%	65
2025 Q3	$535K	Buy	3,598 +312	+9%	+$42.3K	0.18%	69
2025 Q2	$379K	Buy	3,286 +172	+6%	+$17.2K	0.13%	87
2025 Q1	$297K	Buy	+3,114	New	+$339K	0.12%	104
2024 Q2	–	Sell	-5,794	Closed	-$447K	–	122
2024 Q1	$447K	Buy	+5,794	New	+$458K	0.19%	66

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

Juncture Wealth Strategies's SHOP Position: Q2 2026 in Review

Juncture Wealth Strategies reduced its Shopify (SHOP) stake by 16% in Q2 2026, selling an estimated $58K and leaving 2,695 shares worth $308K. The position accounts for 0.08% of the portfolio, ranked #149.

Juncture Wealth Strategies first reported a position in SHOP in Q1 2024 and has held it in 7 quarters since. The position peaked at $624K in Q4 2025. 1,706 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

Juncture Wealth Strategies held 2,695 shares of Shopify worth $308K as of Q2 2026.
Juncture Wealth Strategies sold 508 Shopify shares in Q2 2026, an estimated $58K.
Shopify made up 0.08% of Juncture Wealth Strategies's portfolio in Q2 2026, its #149 holding.
Juncture Wealth Strategies first reported a position in Shopify in Q1 2024 and has held it in 7 quarters since.
Juncture Wealth Strategies's Shopify position peaked at $624K in Q4 2025.
1,706 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Juncture Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.