One Wealth Capital Management’s Shopify SHOP Stock Holding History

One Wealth Capital 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	$1.64M	Buy	14,404 +7,583	+111%	+$865K	0.46%	39
2026 Q1	$833K	Sell	6,821 -3,741	-35%	-$492K	0.36%	42
2025 Q4	$1.7M	Sell	10,562 -579	-5%	-$93K	0.72%	30
2025 Q3	$1.66M	Sell	11,141 -1,475	-12%	-$200K	0.74%	28
2025 Q2	$1.46M	Sell	12,616 -127	-1%	-$12.7K	0.68%	28
2025 Q1	$1.22M	Buy	12,743 +697	+6%	+$76K	0.65%	32
2024 Q4	$1.28M	Buy	+12,046	New	+$1.17M	0.65%	27

Other funds holding SHOP

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

BIM

Barton Investment Management West Conshohocken, Pennsylvania $738M AUM 7.58% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

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 Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

One Wealth Capital Management's SHOP Position: Q2 2026 in Review

One Wealth Capital Management increased its Shopify (SHOP) stake by 111% in Q2 2026, buying an estimated $865K and bringing the position to 14,404 shares worth $1.64M. The position accounts for 0.46% of the portfolio, ranked #39.

One Wealth Capital Management first reported a position in SHOP in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.7M in Q4 2025. 724 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

One Wealth Capital Management held 14,404 shares of Shopify worth $1.64M as of Q2 2026.
One Wealth Capital Management bought 7,583 Shopify shares in Q2 2026, an estimated $865K.
Shopify made up 0.46% of One Wealth Capital Management's portfolio in Q2 2026, its #39 holding.
One Wealth Capital Management first reported a position in Shopify in Q4 2024 and has held it in 7 quarters since.
One Wealth Capital Management's Shopify position peaked at $1.7M in Q4 2025.
724 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on One Wealth Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.