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LifeGoal Wealth Advisors’s Shopify SHOP Stock Holding History

LifeGoal 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 		$236K Buy
+2,063
New +$235K 0.11% 127
2025
Q1 		– Sell
-2,340
Closed -$249K – 67
2024
Q4 		$249K Buy
+2,340
New +$228K 0.27% 51

Other funds holding SHOP

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

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

LifeGoal Wealth Advisors opened a new position in Shopify (SHOP) in Q2 2026: 2,063 shares worth $236K. The stake represents 0.11% of the portfolio and ranks #127 among its holdings. This is a return to the name: LifeGoal Wealth Advisors previously reported a position in SHOP as recently as Q4 2024.

LifeGoal Wealth Advisors first reported a position in SHOP in Q4 2024 and has held it in 2 quarters since. The position peaked at $249K in Q4 2024. 493 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • LifeGoal Wealth Advisors held 2,063 shares of Shopify worth $236K as of Q2 2026.
  • Shopify was a new LifeGoal Wealth Advisors position in Q2 2026.
  • Shopify made up 0.11% of LifeGoal Wealth Advisors's portfolio in Q2 2026, its #127 holding.
  • LifeGoal Wealth Advisors first reported a position in Shopify in Q4 2024 and has held it in 2 quarters since.
  • LifeGoal Wealth Advisors's Shopify position peaked at $249K in Q4 2024.
  • 493 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.