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Mayflower Financial Advisors’s Shopify SHOP Stock Holding History

Mayflower Financial 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 		$865K Sell
7,575
-468
-6% -$53.4K 0.07% 214
2026
Q1 		$954K Buy
8,043
+220
+3% +$28.9K 0.12% 178
2025
Q4 		$1.26M Buy
7,823
+10
+0.1% +$1.61K 0.15% 132
2025
Q3 		$1.16M Sell
7,813
-262
-3% -$35.5K 0.15% 143
2025
Q2 		$931K Buy
8,075
+294
+4% +$29.4K 0.13% 158
2025
Q1 		$743K Sell
7,781
-570
-7% -$62.1K 0.11% 171
2024
Q4 		$888K Sell
8,351
-371
-4% -$36.1K 0.13% 151
2024
Q3 		$699K Sell
8,722
-30
-0.3% -$2.07K 0.11% 176
2024
Q2 		$578K Buy
8,752
+2,129
+32% +$141K 0.09% 193
2024
Q1 		$511K Sell
6,623
-167
-2% -$13.2K 0.09% 208
2023
Q4 		$529K Sell
6,790
-378
-5% -$24.1K 0.07% 195
2023
Q3 		$391K Buy
7,168
+148
+2% +$8.97K 0.06% 218
2023
Q2 		$453K Buy
7,020
+327
+5% +$18.5K 0.06% 216
2023
Q1 		$321K Buy
6,693
+574
+9% +$25.3K 0.04% 258
2022
Q4 		$212K Buy
+6,119
New +$209K 0.03% 315
2022
Q2 		– Sell
-5,430
Closed -$367K – 361
2022
Q1 		$367K Sell
5,430
-20
-0.4% -$1.64K 0.05% 238
2021
Q4 		$751K Buy
5,450
+50
+0.9% +$7.31K 0.1% 147
2021
Q3 		$802K Buy
5,400
+40
+0.7% +$5.99K 0.11% 132
2021
Q2 		$783K Buy
5,360
+90
+2% +$11.1K 0.11% 127
2021
Q1 		$583K Sell
5,270
-300
-5% -$36.2K 0.09% 148
2020
Q4 		$630K Buy
+5,570
New +$585K 0.11% 134

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

Mayflower Financial Advisors's SHOP Position: Q2 2026 in Review

Mayflower Financial Advisors reduced its Shopify (SHOP) stake by 5.8% in Q2 2026, selling an estimated $53.4K and leaving 7,575 shares worth $865K. The position accounts for 0.07% of the portfolio, ranked #214.

Mayflower Financial Advisors first reported a position in SHOP in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.26M in Q4 2025. 493 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Mayflower Financial Advisors held 7,575 shares of Shopify worth $865K as of Q2 2026.
  • Mayflower Financial Advisors sold 468 Shopify shares in Q2 2026, an estimated $53.4K.
  • Shopify made up 0.07% of Mayflower Financial Advisors's portfolio in Q2 2026, its #214 holding.
  • Mayflower Financial Advisors first reported a position in Shopify in Q4 2020 and has held it in 21 quarters since.
  • Mayflower Financial Advisors's Shopify position peaked at $1.26M in Q4 2025.
  • 493 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.