Kingsview Wealth Management’s Shopify SHOP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.06M Sell
26,821
-2,043
-7% -$233K 0.04% 464
2026
Q1
$3.42M Sell
28,864
-3,413
-11% -$448K 0.05% 384
2025
Q4
$5.2M Sell
32,277
-1,176
-4% -$189K 0.07% 269
2025
Q3
$4.97M Buy
33,453
+1,026
+3% +$139K 0.08% 271
2025
Q2
$3.74M Buy
32,427
+595
+2% +$59.5K 0.06% 299
2025
Q1
$3.04M Buy
31,832
+5,435
+21% +$592K 0.06% 293
2024
Q4
$2.81M Buy
26,397
+2,829
+12% +$275K 0.05% 313
2024
Q3
$1.89M Sell
23,568
-1,238
-5% -$85.5K 0.04% 386
2024
Q2
$1.64M Sell
24,806
-1,563
-6% -$104K 0.04% 393
2024
Q1
$2.03M Buy
26,369
+365
+1% +$28.8K 0.05% 337
2023
Q4
$2.03M Buy
26,004
+1,363
+6% +$87K 0.06% 276
2023
Q3
$1.34M Buy
24,641
+208
+0.9% +$12.6K 0.05% 365
2023
Q2
$1.58M Sell
24,433
-273
-1% -$15.4K 0.06% 295
2023
Q1
$1.18M Buy
24,706
+577
+2% +$25.4K 0.05% 350
2022
Q4
$838K Sell
24,129
-17,551
-42% -$599K 0.04% 381
2022
Q3
$1.12M Sell
41,680
-1,698
-4% -$57.8K 0.05% 309
2022
Q2
$1.35M Buy
43,378
+8,508
+24% +$363K 0.06% 290
2022
Q1
$2.36M Buy
34,870
+4,970
+17% +$408K 0.1% 203
2021
Q4
$4.12M Buy
29,900
+620
+2% +$90.6K 0.17% 134
2021
Q3
$3.97M Sell
29,280
-5,530
-16% -$829K 0.19% 125
2021
Q2
$5.08M Buy
34,810
+6,610
+23% +$814K 0.25% 84
2021
Q1
$3.26M Buy
28,200
+6,770
+32% +$818K 0.19% 125
2020
Q4
$2.43M Buy
21,430
+5,880
+38% +$617K 0.18% 133
2020
Q3
$1.59M Buy
15,550
+160
+1% +$15.9K 0.14% 157
2020
Q2
$1.46M Sell
15,390
-530
-3% -$36.8K 0.15% 155
2020
Q1
$664K Buy
15,920
+1,680
+12% +$75.7K 0.09% 229
2019
Q4
$566K Buy
14,240
+500
+4% +$16.9K 0.07% 261
2019
Q3
$428K Buy
13,740
+560
+4% +$19.2K 0.07% 285
2019
Q2
$396K Sell
13,180
-1,380
-9% -$35.9K 0.07% 277
2019
Q1
$301K Buy
+14,560
New +$257K 0.05% 358
2018
Q4
Sell
-14,200
Closed -$234K 443
2018
Q3
$234K Buy
+14,200
New +$216K 0.05% 320
2017
Q4
Sell
-17,500
Closed -$204K 434
2017
Q3
$204K Buy
+17,500
New +$179K 0.09% 261

Other funds holding SHOP

Kingsview Wealth Management's SHOP Position: Q2 2026 in Review

Kingsview Wealth Management reduced its Shopify (SHOP) stake by 7.1% in Q2 2026, selling an estimated $233K and leaving 26,821 shares worth $3.06M. The position accounts for 0.04% of the portfolio, ranked #464.

Kingsview Wealth Management first reported a position in SHOP in Q3 2017 and has held it in 32 quarters since. The position peaked at $5.2M in Q4 2025. 1,705 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Kingsview Wealth Management held 26,821 shares of Shopify worth $3.06M as of Q2 2026.
  • Kingsview Wealth Management sold 2,043 Shopify shares in Q2 2026, an estimated $233K.
  • Shopify made up 0.04% of Kingsview Wealth Management's portfolio in Q2 2026, its #464 holding.
  • Kingsview Wealth Management first reported a position in Shopify in Q3 2017 and has held it in 32 quarters since.
  • Kingsview Wealth Management's Shopify position peaked at $5.2M in Q4 2025.
  • 1,705 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.