MWM
SHOP icon

Mission Wealth Management’s Shopify SHOP Stock Holding History

Mission 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 		$2.64M Buy
23,152
+8,749
+61% +$998K 0.03% 260
2026
Q1 		$1.71M Sell
14,403
-334
-2% -$43.9K 0.04% 238
2025
Q4 		$2.37M Buy
14,737
+10,824
+277% +$1.74M 0.05% 199
2025
Q3 		$581K Buy
3,913
+123
+3% +$16.7K 0.01% 451
2025
Q2 		$437K Sell
3,790
-1,268
-25% -$127K 0.01% 506
2025
Q1 		$483K Sell
5,058
-331
-6% -$36.1K 0.01% 456
2024
Q4 		$573K Sell
5,389
-191
-3% -$18.6K 0.01% 394
2024
Q3 		$447K Sell
5,580
-504
-8% -$34.8K 0.01% 455
2024
Q2 		$402K Sell
6,084
-3,070
-34% -$204K 0.01% 462
2024
Q1 		$706K Buy
9,154
+55
+0.6% +$4.34K 0.02% 359
2023
Q4 		$709K Sell
9,099
-450
-5% -$28.7K 0.02% 296
2023
Q3 		$521K Sell
9,549
-24
-0.3% -$1.45K 0.02% 332
2023
Q2 		$618K Sell
9,573
-1,227
-11% -$69.4K 0.02% 303
2023
Q1 		$518K Sell
10,800
-2,000
-16% -$88K 0.02% 327
2022
Q4 		$444K Sell
12,800
-50
-0.4% -$1.71K 0.02% 342
2022
Q3 		$346K Sell
12,850
-2,060
-14% -$70.1K 0.02% 367
2022
Q2 		$466K Buy
14,910
+4,080
+38% +$174K 0.02% 310
2022
Q1 		$732K Sell
10,830
-3,290
-23% -$270K 0.03% 247
2021
Q4 		$1.95M Buy
14,120
+10
+0.1% +$1.46K 0.09% 118
2021
Q3 		$1.91M Buy
14,110
+730
+5% +$109K 0.1% 112
2021
Q2 		$1.96M Buy
13,380
+7,650
+134% +$943K 0.1% 102
2021
Q1 		$634K Buy
5,730
+260
+5% +$31.4K 0.04% 218
2020
Q4 		$619K Sell
5,470
-360
-6% -$37.8K 0.04% 194
2020
Q3 		$596K Buy
5,830
+30
+0.5% +$2.98K 0.04% 176
2020
Q2 		$551K Buy
5,800
+90
+2% +$6.25K 0.05% 171
2020
Q1 		$238K Buy
5,710
+10
+0.2% +$451 0.03% 256
2019
Q4 		$227K Buy
+5,700
New +$193K 0.02% 305

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

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

Mission Wealth Management increased its Shopify (SHOP) stake by 61% in Q2 2026, buying an estimated $998K and bringing the position to 23,152 shares worth $2.64M. The position accounts for 0.03% of the portfolio, ranked #260.

Mission Wealth Management first reported a position in SHOP in Q4 2019 and has held it in 27 quarters since. 1,705 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Mission Wealth Management held 23,152 shares of Shopify worth $2.64M as of Q2 2026.
  • Mission Wealth Management bought 8,749 Shopify shares in Q2 2026, an estimated $998K.
  • Shopify made up 0.03% of Mission Wealth Management's portfolio in Q2 2026, its #260 holding.
  • Mission Wealth Management first reported a position in Shopify in Q4 2019 and has held it in 27 quarters since.
  • 1,705 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.