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MJT & Associates Financial Advisory’s Shopify SHOP Stock Holding History

MJT & Associates Financial Advisory’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 		$7.19K Hold
63
– – ﹤0.01% 243
2026
Q1 		$7.47K Hold
63
– – 0.01% 214
2025
Q4 		$10.1K Hold
63
– – 0.01% 185
2025
Q3 		$9.36K Hold
63
– – 0.01% 197
2025
Q2 		$7.27K Hold
63
– – 0.01% 256
2025
Q1 		$6.02K Buy
+63
New +$6.87K 0.01% 283

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

MJT & Associates Financial Advisory's SHOP Position: Q2 2026 in Review

MJT & Associates Financial Advisory held its Shopify (SHOP) position steady in Q2 2026 at 63 shares worth $7.19K. The position accounts for ﹤0.01% of the portfolio, ranked #243.

MJT & Associates Financial Advisory first reported a position in SHOP in Q1 2025 and has held it in 6 quarters since. The position peaked at $10.1K in Q4 2025. 493 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • MJT & Associates Financial Advisory held 63 shares of Shopify worth $7.19K as of Q2 2026.
  • MJT & Associates Financial Advisory left its Shopify share count unchanged in Q2 2026.
  • Shopify made up ﹤0.01% of MJT & Associates Financial Advisory's portfolio in Q2 2026, its #243 holding.
  • MJT & Associates Financial Advisory first reported a position in Shopify in Q1 2025 and has held it in 6 quarters since.
  • MJT & Associates Financial Advisory's Shopify position peaked at $10.1K in Q4 2025.
  • 493 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.