MWM
SHOP icon

Meadowbrook Wealth Management’s Shopify SHOP Stock Holding History

Meadowbrook Wealth Management’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 		$6.24M Sell
54,614
-429
-0.8% -$49K 6.72% 2
2026
Q1 		$6.53M Sell
55,043
-2,783
-5% -$366K 8.65% 2
2025
Q4 		$9.31M Sell
57,826
-167
-0.3% -$26.8K 10.62% 2
2025
Q3 		$8.62M Buy
+57,993
New +$7.86M 8.96% 2

Other funds holding SHOP

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

Meadowbrook Wealth Management reduced its Shopify (SHOP) stake by 0.78% in Q2 2026, selling an estimated $49K and leaving 54,614 shares worth $6.24M. The position accounts for 6.72% of the portfolio, ranked #2.

Meadowbrook Wealth Management first reported a position in SHOP in Q3 2025 and has held it in 4 quarters since. The position peaked at $9.31M in Q4 2025. 928 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Meadowbrook Wealth Management held 54,614 shares of Shopify worth $6.24M as of Q2 2026.
  • Meadowbrook Wealth Management sold 429 Shopify shares in Q2 2026, an estimated $49K.
  • Shopify made up 6.72% of Meadowbrook Wealth Management's portfolio in Q2 2026, its #2 holding.
  • Meadowbrook Wealth Management first reported a position in Shopify in Q3 2025 and has held it in 4 quarters since.
  • Meadowbrook Wealth Management's Shopify position peaked at $9.31M in Q4 2025.
  • 928 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Meadowbrook Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.