NWAG
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Net Worth Advisory Group’s Shopify SHOP Stock Holding History

Net Worth Advisory 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 		$307K Sell
2,688
-9
-0.3% -$1.03K 0.08% 283
2026
Q1 		$320K Sell
2,697
-996
-27% -$131K 0.07% 287
2025
Q4 		$595K Buy
+3,693
New +$593K 0.12% 183

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

Net Worth Advisory Group's SHOP Position: Q2 2026 in Review

Net Worth Advisory Group reduced its Shopify (SHOP) stake by 0.33% in Q2 2026, selling an estimated $1.03K and leaving 2,688 shares worth $307K. The position accounts for 0.08% of the portfolio, ranked #283.

Net Worth Advisory Group first reported a position in SHOP in Q4 2025 and has held it in 3 quarters since. The position peaked at $595K in Q4 2025. 493 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Net Worth Advisory Group held 2,688 shares of Shopify worth $307K as of Q2 2026.
  • Net Worth Advisory Group sold 9 Shopify shares in Q2 2026, an estimated $1.03K.
  • Shopify made up 0.08% of Net Worth Advisory Group's portfolio in Q2 2026, its #283 holding.
  • Net Worth Advisory Group first reported a position in Shopify in Q4 2025 and has held it in 3 quarters since.
  • Net Worth Advisory Group's Shopify position peaked at $595K in Q4 2025.
  • 493 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.