MWM
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Mosley Wealth Management’s Shopify SHOP Stock Holding History

Mosley 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 		$34.1K Buy
299
+177
+145% +$20.2K 0.01% 283
2026
Q1 		$18.1K Buy
+122
New +$16K 0.01% 261

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Mosley Wealth Management increased its Shopify (SHOP) stake by 145% in Q2 2026, buying an estimated $20.2K and bringing the position to 299 shares worth $34.1K. The position accounts for 0.01% of the portfolio, ranked #283.

Mosley Wealth Management first reported a position in SHOP in Q1 2026 and has held it in 2 quarters since. 1,001 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Mosley Wealth Management held 299 shares of Shopify worth $34.1K as of Q2 2026.
  • Mosley Wealth Management bought 177 Shopify shares in Q2 2026, an estimated $20.2K.
  • Shopify made up 0.01% of Mosley Wealth Management's portfolio in Q2 2026, its #283 holding.
  • Mosley Wealth Management first reported a position in Shopify in Q1 2026 and has held it in 2 quarters since.
  • 1,001 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.