MFG
SHOP icon

Merit Financial Group’s Shopify SHOP Stock Holding History

Merit Financial Group’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 		$19.5M Buy
170,910
+131,942
+339% +$15.1M 0.12% 151
2026
Q1 		$4.62M Buy
38,968
+6,279
+19% +$825K 0.03% 411
2025
Q4 		$5.26M Buy
32,689
+14,427
+79% +$2.32M 0.04% 352
2025
Q3 		$2.71M Buy
18,262
+1,062
+6% +$144K 0.02% 470
2025
Q2 		$1.98M Sell
17,200
-2,834
-14% -$283K 0.02% 523
2025
Q1 		$1.91M Buy
20,034
+1,273
+7% +$139K 0.03% 430
2024
Q4 		$1.99M Buy
18,761
+8,131
+76% +$791K 0.04% 355
2024
Q3 		$852K Sell
10,630
-5,378
-34% -$371K 0.02% 456
2024
Q2 		$1.06M Buy
16,008
+3,224
+25% +$214K 0.02% 397
2024
Q1 		$952K Buy
12,784
+583
+5% +$46.1K 0.02% 414
2023
Q4 		$950K Sell
12,201
-609
-5% -$38.9K 0.03% 327
2023
Q3 		$699K Sell
12,810
-4,632
-27% -$281K 0.02% 387
2023
Q2 		$1.13M Buy
17,442
+9,138
+110% +$517K 0.04% 316
2023
Q1 		$398K Buy
8,304
+434
+6% +$19.1K 0.01% 451
2022
Q4 		$273K Sell
7,870
-82
-1% -$2.8K 0.01% 562
2022
Q3 		$214K Buy
+7,952
New +$271K 0.01% 510
2022
Q1 		– Sell
-5,800
Closed -$799K – 392
2021
Q4 		$799K Buy
5,800
+750
+15% +$110K 0.08% 124
2021
Q3 		$685K Buy
5,050
+510
+11% +$76.4K 0.07% 133
2021
Q2 		$663K Buy
+4,540
New +$559K 0.06% 136

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

Merit Financial Group's SHOP Position: Q2 2026 in Review

Merit Financial Group increased its Shopify (SHOP) stake by 339% in Q2 2026, buying an estimated $15.1M and bringing the position to 170,910 shares worth $19.5M. The position accounts for 0.12% of the portfolio, ranked #151.

Merit Financial Group first reported a position in SHOP in Q2 2021 and has held it in 19 quarters since. 493 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Merit Financial Group held 170,910 shares of Shopify worth $19.5M as of Q2 2026.
  • Merit Financial Group bought 131,942 Shopify shares in Q2 2026, an estimated $15.1M.
  • Shopify made up 0.12% of Merit Financial Group's portfolio in Q2 2026, its #151 holding.
  • Merit Financial Group first reported a position in Shopify in Q2 2021 and has held it in 19 quarters since.
  • 493 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.