OW
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Olistico Wealth’s Shopify SHOP Stock Holding History

Olistico Wealth’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 		$13.7K Hold
120
– – 0.01% 232
2026
Q1 		$14.2K Hold
120
– – 0.01% 235
2025
Q4 		$19.3K Buy
+120
New +$19.3K 0.01% 218
2025
Q3 		– Sell
-120
Closed -$13.8K – 293
2025
Q2 		$13.8K Hold
120
– – 0.01% 250
2025
Q1 		$11.5K Hold
120
– – 0.01% 243
2024
Q4 		$12.8K Buy
+120
New +$11.7K 0.01% 235

Other funds holding SHOP

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
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
NI
Nepsis Inc Minneapolis, Minnesota $295M AUM 35.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Olistico Wealth's SHOP Position: Q2 2026 in Review

Olistico Wealth held its Shopify (SHOP) position steady in Q2 2026 at 120 shares worth $13.7K. The position accounts for 0.01% of the portfolio, ranked #232.

Olistico Wealth first reported a position in SHOP in Q4 2024 and has held it in 6 quarters since. The position peaked at $19.3K in Q4 2025. 267 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Olistico Wealth held 120 shares of Shopify worth $13.7K as of Q2 2026.
  • Olistico Wealth left its Shopify share count unchanged in Q2 2026.
  • Shopify made up 0.01% of Olistico Wealth's portfolio in Q2 2026, its #232 holding.
  • Olistico Wealth first reported a position in Shopify in Q4 2024 and has held it in 6 quarters since.
  • Olistico Wealth's Shopify position peaked at $19.3K in Q4 2025.
  • 267 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Olistico Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.