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MBM Wealth Consultants’s Shopify SHOP Stock Holding History

MBM Wealth Consultants’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 		– Sell
-40
Closed -$4.75K – 323
2026
Q1 		$4.75K Buy
+40
New +$5.26K ﹤0.01% 272
2023
Q2 		– Sell
-40
Closed -$2K – 239
2023
Q1 		$2K Hold
40
– – ﹤0.01% 253
2022
Q4 		$1K Buy
+40
New +$1.37K ﹤0.01% 336
2022
Q1 		– Sell
-20
Closed -$3K – 317
2021
Q4 		$3K Buy
+20
New +$2.92K ﹤0.01% 262

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

MBM Wealth Consultants's SHOP Position: Q2 2026 in Review

MBM Wealth Consultants sold out of Shopify (SHOP) in Q2 2026, closing a stake of 40 shares — an estimated $4.75K sold.

MBM Wealth Consultants first reported a position in SHOP in Q4 2021 and held it in 4 quarters. The position peaked at $4.75K in Q1 2026. 1,705 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • MBM Wealth Consultants reported no remaining Shopify position as of Q2 2026 after selling out during the quarter.
  • MBM Wealth Consultants sold 40 Shopify shares in Q2 2026, an estimated $4.75K.
  • MBM Wealth Consultants first reported a position in Shopify in Q4 2021 and held it in 4 quarters.
  • MBM Wealth Consultants's Shopify position peaked at $4.75K in Q1 2026.
  • 1,705 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on MBM Wealth Consultants's 13F filing for Q2 2026, filed 24 Jul 2026.