KWA
SHOP icon

Kingswood Wealth Advisors’s Shopify SHOP Stock Holding History

Kingswood 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 		$1.15M Sell
10,098
-1,261
-11% -$144K 0.05% 376
2026
Q1 		$1.35M Sell
11,359
-1,353
-11% -$178K 0.06% 309
2025
Q4 		$2.05M Buy
12,712
+5,141
+68% +$825K 0.1% 208
2025
Q3 		$1.13M Buy
7,571
+999
+15% +$135K 0.07% 297
2025
Q2 		$758K Sell
6,572
-366
-5% -$36.6K 0.06% 312
2025
Q1 		$665K Sell
6,938
-550
-7% -$59.9K 0.06% 328
2024
Q4 		$796K Buy
7,488
+1,658
+28% +$161K 0.06% 320
2024
Q3 		$467K Buy
5,830
+1,516
+35% +$105K 0.03% 468
2024
Q2 		$285K Buy
4,314
+1,020
+31% +$67.7K 0.03% 540
2024
Q1 		$254K Sell
3,294
-938
-22% -$74.1K 0.03% 532
2023
Q4 		$330K Buy
+4,232
New +$270K 0.04% 442

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

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

Kingswood Wealth Advisors reduced its Shopify (SHOP) stake by 11% in Q2 2026, selling an estimated $144K and leaving 10,098 shares worth $1.15M. The position accounts for 0.05% of the portfolio, ranked #376.

Kingswood Wealth Advisors first reported a position in SHOP in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.05M in Q4 2025. 1,706 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Kingswood Wealth Advisors held 10,098 shares of Shopify worth $1.15M as of Q2 2026.
  • Kingswood Wealth Advisors sold 1,261 Shopify shares in Q2 2026, an estimated $144K.
  • Shopify made up 0.05% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #376 holding.
  • Kingswood Wealth Advisors first reported a position in Shopify in Q4 2023 and has held it in 11 quarters since.
  • Kingswood Wealth Advisors's Shopify position peaked at $2.05M in Q4 2025.
  • 1,706 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.