OWP
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Obermeyer Wealth Partners’s Shopify SHOP Stock Holding History

Obermeyer Wealth Partners’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 		$328K Sell
2,875
-3
-0.1% -$342 0.01% 234
2026
Q1 		$341K Sell
2,878
-3,375
-54% -$443K 0.02% 221
2025
Q4 		$1.01M Sell
6,253
-35
-0.6% -$5.62K 0.05% 113
2025
Q3 		$934K Buy
6,288
+97
+2% +$13.2K 0.04% 116
2025
Q2 		$714K Buy
6,191
+1,328
+27% +$133K 0.04% 131
2025
Q1 		$464K Sell
4,863
-444
-8% -$48.4K 0.02% 159
2024
Q4 		$564K Buy
5,307
+377
+8% +$36.7K 0.03% 138
2024
Q3 		$395K Buy
4,930
+200
+4% +$13.8K 0.02% 179
2024
Q2 		$312K Buy
4,730
+80
+2% +$5.31K 0.02% 192
2024
Q1 		$359K Hold
4,650
– – 0.02% 172
2023
Q4 		$362K Sell
4,650
-120
-3% -$7.66K 0.02% 150
2023
Q3 		$260K Buy
4,770
+120
+3% +$7.27K 0.02% 173
2023
Q2 		$300K Hold
4,650
– – 0.02% 161
2023
Q1 		$223K Buy
+4,650
New +$205K 0.02% 196
2022
Q2 		– Sell
-5,150
Closed -$348K – 233
2022
Q1 		$348K Hold
5,150
– – 0.02% 150
2021
Q4 		$709K Buy
5,150
+910
+21% +$133K 0.04% 100
2021
Q3 		$575K Sell
4,240
-600
-12% -$89.9K 0.03% 112
2021
Q2 		$707K Buy
4,840
+300
+7% +$37K 0.04% 106
2021
Q1 		$502K Buy
4,540
+40
+0.9% +$4.83K 0.03% 128
2020
Q4 		$509K Hold
4,500
– – 0.03% 87
2020
Q3 		$460K Sell
4,500
-930
-17% -$92.5K 0.03% 88
2020
Q2 		$515K Hold
5,430
– – 0.04% 78
2020
Q1 		$226K Buy
5,430
+300
+6% +$13.5K 0.02% 106
2019
Q4 		$204K Buy
+5,130
New +$173K 0.02% 127

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

Obermeyer Wealth Partners's SHOP Position: Q2 2026 in Review

Obermeyer Wealth Partners reduced its Shopify (SHOP) stake by 0.1% in Q2 2026, selling an estimated $342 and leaving 2,875 shares worth $328K. The position accounts for 0.01% of the portfolio, ranked #234.

Obermeyer Wealth Partners first reported a position in SHOP in Q4 2019 and has held it in 24 quarters since. The position peaked at $1.01M in Q4 2025. 1,714 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Obermeyer Wealth Partners held 2,875 shares of Shopify worth $328K as of Q2 2026.
  • Obermeyer Wealth Partners sold 3 Shopify shares in Q2 2026, an estimated $342.
  • Shopify made up 0.01% of Obermeyer Wealth Partners's portfolio in Q2 2026, its #234 holding.
  • Obermeyer Wealth Partners first reported a position in Shopify in Q4 2019 and has held it in 24 quarters since.
  • Obermeyer Wealth Partners's Shopify position peaked at $1.01M in Q4 2025.
  • 1,714 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.