NWMG
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National Wealth Management Group’s Shopify SHOP Stock Holding History

National Wealth Management 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 		$634K Buy
5,551
+3,631
+189% +$414K 0.2% 97
2026
Q1 		$228K Sell
1,920
-388
-17% -$51K 0.08% 201
2025
Q4 		$372K Buy
2,308
+879
+62% +$141K 0.13% 160
2025
Q3 		$212K Sell
1,429
-391
-21% -$53K 0.08% 221
2025
Q2 		$210K Buy
+1,820
New +$182K 0.12% 151
2025
Q1 		– Sell
-2,020
Closed -$215K – 181
2024
Q4 		$215K Sell
2,020
-595
-23% -$57.9K 0.14% 134
2024
Q3 		$210K Sell
2,615
-668
-20% -$46.1K 0.14% 135
2024
Q2 		$217K Sell
3,283
-58
-2% -$3.85K 0.17% 122
2024
Q1 		$258K Sell
3,341
-350
-9% -$27.6K 0.2% 118
2023
Q4 		$288K Sell
3,691
-90
-2% -$5.75K 0.28% 106
2023
Q3 		$206K Hold
3,781
– – 0.22% 119
2023
Q2 		$212K Buy
+3,781
New +$214K 0.22% 119

Other funds holding SHOP

BIM
Barton Investment Management West Conshohocken, Pennsylvania $738M AUM 7.58% 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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
B
Bellecapital Zurich, Switzerland $625M AUM 39.69% 1-Year Est. Return

National Wealth Management Group's SHOP Position: Q2 2026 in Review

National Wealth Management Group increased its Shopify (SHOP) stake by 189% in Q2 2026, buying an estimated $414K and bringing the position to 5,551 shares worth $634K. The position accounts for 0.2% of the portfolio, ranked #97.

National Wealth Management Group first reported a position in SHOP in Q2 2023 and has held it in 12 quarters since. 384 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • National Wealth Management Group held 5,551 shares of Shopify worth $634K as of Q2 2026.
  • National Wealth Management Group bought 3,631 Shopify shares in Q2 2026, an estimated $414K.
  • Shopify made up 0.2% of National Wealth Management Group's portfolio in Q2 2026, its #97 holding.
  • National Wealth Management Group first reported a position in Shopify in Q2 2023 and has held it in 12 quarters since.
  • 384 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.