KJWM
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Kiley Juergens Wealth Management’s Shopify SHOP Stock Holding History

Kiley Juergens 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 		$205K Sell
1,793
-200
-10% -$22.8K 0.03% 235
2026
Q1 		$236K Buy
+1,993
New +$262K 0.04% 213

Other funds holding SHOP

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Kiley Juergens Wealth Management's SHOP Position: Q2 2026 in Review

Kiley Juergens Wealth Management reduced its Shopify (SHOP) stake by 10% in Q2 2026, selling an estimated $22.8K and leaving 1,793 shares worth $205K. The position accounts for 0.03% of the portfolio, ranked #235.

Kiley Juergens Wealth Management first reported a position in SHOP in Q1 2026 and has held it in 2 quarters since. The position peaked at $236K in Q1 2026. 1,706 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Kiley Juergens Wealth Management held 1,793 shares of Shopify worth $205K as of Q2 2026.
  • Kiley Juergens Wealth Management sold 200 Shopify shares in Q2 2026, an estimated $22.8K.
  • Shopify made up 0.03% of Kiley Juergens Wealth Management's portfolio in Q2 2026, its #235 holding.
  • Kiley Juergens Wealth Management first reported a position in Shopify in Q1 2026 and has held it in 2 quarters since.
  • Kiley Juergens Wealth Management's Shopify position peaked at $236K in Q1 2026.
  • 1,706 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.