Keudell/Morrison Wealth Management’s Shopify SHOP Stock Holding History

Keudell/Morrison 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	$458K	Buy	4,013 +694	+21%	+$79.2K	0.09%	145
2026 Q1	$394K	Sell	3,319 -261	-7%	-$34.3K	0.08%	155
2025 Q4	$576K	Buy	+3,580	New	+$575K	0.12%	115
2025 Q2	$469K	Buy	4,070 +39	+1%	+$3.9K	0.1%	124
2025 Q1	$385K	Sell	4,031 -24	-0.6%	-$2.62K	0.09%	134
2024 Q4	$431K	Sell	4,055 -55	-1%	-$5.35K	0.11%	122
2024 Q3	$329K	Buy	4,110 +602	+17%	+$41.6K	0.09%	151
2024 Q2	$232K	Buy	+3,508	New	+$233K	0.07%	183

Other funds holding SHOP

BIM

Barton Investment Management West Conshohocken, Pennsylvania $738M AUM 7.58% 1-Year Est. Return

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

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 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

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

Keudell/Morrison Wealth Management's SHOP Position: Q2 2026 in Review

Keudell/Morrison Wealth Management increased its Shopify (SHOP) stake by 21% in Q2 2026, buying an estimated $79.2K and bringing the position to 4,013 shares worth $458K. The position accounts for 0.09% of the portfolio, ranked #145.

Keudell/Morrison Wealth Management first reported a position in SHOP in Q2 2024 and has held it in 8 quarters since. The position peaked at $576K in Q4 2025. 493 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

Keudell/Morrison Wealth Management held 4,013 shares of Shopify worth $458K as of Q2 2026.
Keudell/Morrison Wealth Management bought 694 Shopify shares in Q2 2026, an estimated $79.2K.
Shopify made up 0.09% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #145 holding.
Keudell/Morrison Wealth Management first reported a position in Shopify in Q2 2024 and has held it in 8 quarters since.
Keudell/Morrison Wealth Management's Shopify position peaked at $576K in Q4 2025.
493 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.