Meridian Wealth Management’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.43M | Sell |
38,767
-85,063
| -69% | -$9.71M | 0.14% | 145 |
|
|
2026
Q1 | $14.7M | Sell |
123,830
-13,251
| -10% | -$1.74M | 0.52% | 38 |
|
|
2025
Q4 | $22.1M | Buy |
137,081
+13,406
| +11% | +$2.15M | 0.78% | 23 |
|
|
2025
Q3 | $18.4M | Buy |
123,675
+838
| +0.7% | +$114K | 0.7% | 24 |
|
|
2025
Q2 | $14.2M | Sell |
122,837
-693
| -0.6% | -$69.3K | 0.61% | 31 |
|
|
2025
Q1 | $11.8M | Sell |
123,530
-2,821
| -2% | -$307K | 0.57% | 34 |
|
|
2024
Q4 | $13.4M | Buy |
126,351
+10,570
| +9% | +$1.03M | 0.64% | 27 |
|
|
2024
Q3 | $9.28M | Buy |
115,781
+22,502
| +24% | +$1.55M | 0.46% | 48 |
|
|
2024
Q2 | $6.16M | Buy |
+93,279
| New | +$6.19M | 0.74% | 26 |
|
|
2024
Q1 | – | Sell |
-81,295
| Closed | -$6.33M | – | 465 |
|
|
2023
Q4 | $6.33M | Buy |
81,295
+1,164
| +1% | +$74.3K | 0.4% | 54 |
|
|
2023
Q3 | $4.37M | Buy |
80,131
+7,704
| +11% | +$467K | 0.27% | 78 |
|
|
2023
Q2 | $4.68M | Sell |
72,427
-7,311
| -9% | -$413K | 0.39% | 50 |
|
|
2023
Q1 | $3.82M | Buy |
79,738
+1,461
| +2% | +$64.3K | 0.33% | 66 |
|
|
2022
Q4 | $2.72M | Sell |
78,277
-2,141
| -3% | -$73.1K | 0.27% | 84 |
|
|
2022
Q3 | $2.17M | Buy |
80,418
+55
| +0.1% | +$1.87K | 0.23% | 103 |
|
|
2022
Q2 | $2.51M | Buy |
80,363
+1,243
| +2% | +$53.1K | 0.21% | 123 |
|
|
2022
Q1 | $5.35M | Sell |
79,120
-1,460
| -2% | -$120K | 0.58% | 28 |
|
|
2021
Q4 | $11.1M | Buy |
80,580
+14,850
| +23% | +$2.17M | 1.19% | 15 |
|
|
2021
Q3 | $8.91M | Sell |
65,730
-800
| -1% | -$120K | 1.1% | 14 |
|
|
2021
Q2 | $9.72M | Buy |
66,530
+360
| +0.5% | +$44.4K | 1.24% | 12 |
|
|
2021
Q1 | $7.32M | Sell |
66,170
-240
| -0.4% | -$29K | 1.07% | 16 |
|
|
2020
Q4 | $7.52M | Sell |
66,410
-3,930
| -6% | -$413K | 1.19% | 16 |
|
|
2020
Q3 | $7.2M | Buy |
70,340
+4,060
| +6% | +$404K | 1.76% | 12 |
|
|
2020
Q2 | $6.29M | Buy |
66,280
+55,900
| +539% | +$3.88M | 2.11% | 8 |
|
|
2020
Q1 | $432K | Sell |
10,380
-1,020
| -9% | -$46K | 0.19% | 122 |
|
|
2019
Q4 | $453K | Buy |
11,400
+3,250
| +40% | +$110K | 0.22% | 97 |
|
|
2019
Q3 | $254K | Sell |
8,150
-11,980
| -60% | -$410K | 0.12% | 166 |
|
|
2019
Q2 | $6.04K | Buy |
+20,130
| New | +$524K | 0.24% | 67 |
|
|
2018
Q4 | – | Sell |
-227,090
| Closed | -$3.73M | – | 186 |
|
|
2018
Q3 | $3.73M | Sell |
227,090
-28,000
| -11% | -$427K | 1.61% | 18 |
|
|
2018
Q2 | $3.72M | Buy |
+255,090
| New | +$3.61M | 1.75% | 16 |
|
|
2017
Q4 | – | Sell |
-34,770
| Closed | -$413K | – | 168 |
|
|
2017
Q3 | $413K | Buy |
34,770
+5,440
| +19% | +$55.6K | 0.26% | 92 |
|
|
2017
Q2 | $255K | Sell |
29,330
-16,280
| -36% | -$138K | 0.16% | 135 |
|
|
2017
Q1 | $311K | Buy |
+45,610
| New | +$263K | 0.19% | 117 |
|
Other funds holding SHOP
Meridian Wealth Management's SHOP Position: Q2 2026 in Review
Meridian Wealth Management reduced its Shopify (SHOP) stake by 69% in Q2 2026, selling an estimated $9.71M and leaving 38,767 shares worth $4.43M. The position accounts for 0.14% of the portfolio, ranked #145.
Meridian Wealth Management first reported a position in SHOP in Q1 2017 and has held it in 33 quarters since. The position peaked at $22.1M in Q4 2025. 1,705 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.
- Meridian Wealth Management held 38,767 shares of Shopify worth $4.43M as of Q2 2026.
- Meridian Wealth Management sold 85,063 Shopify shares in Q2 2026, an estimated $9.71M.
- Shopify made up 0.14% of Meridian Wealth Management's portfolio in Q2 2026, its #145 holding.
- Meridian Wealth Management first reported a position in Shopify in Q1 2017 and has held it in 33 quarters since.
- Meridian Wealth Management's Shopify position peaked at $22.1M in Q4 2025.
- 1,705 funds tracked by Wall St. Rank held Shopify as of Q2 2026.
Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.