OPWM
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Oxinas Partners Wealth Management’s Shopify SHOP Stock Holding History

Oxinas Partners Wealth 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 		$350K Sell
3,064
-31
-1% -$3.54K 0.14% 108
2026
Q1 		$367K Buy
3,095
+18
+0.6% +$2.37K 0.17% 96
2025
Q4 		$495K Hold
3,077
– – 0.24% 75
2025
Q3 		$457K Sell
3,077
-50
-2% -$6.78K 0.24% 75
2025
Q2 		$361K Sell
3,127
-12
-0.4% -$1.2K 0.19% 93
2025
Q1 		$300K Buy
3,139
+6
+0.2% +$654 0.18% 94
2024
Q4 		$333K Hold
3,133
– – 0.2% 91
2024
Q3 		$251K Sell
3,133
-340
-10% -$23.5K 0.15% 104
2024
Q2 		$229K Sell
3,473
-1,350
-28% -$89.5K 0.15% 109
2024
Q1 		$372K Sell
4,823
-374
-7% -$29.5K 0.24% 84
2023
Q4 		$405K Sell
5,197
-183
-3% -$11.7K 0.29% 73
2023
Q3 		$294K Sell
5,380
-13
-0.2% -$788 0.22% 77
2023
Q2 		$348K Buy
5,393
+160
+3% +$9.04K 0.23% 84
2023
Q1 		$251K Buy
+5,233
New +$230K 0.18% 91
2022
Q1 		– Sell
-3,650
Closed -$503K – 144
2021
Q4 		$503K Buy
3,650
+950
+35% +$139K 0.29% 87
2021
Q3 		$366K Buy
2,700
+260
+11% +$39K 0.21% 101
2021
Q2 		$356K Buy
+2,440
New +$301K 0.2% 109

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

Oxinas Partners Wealth Management's SHOP Position: Q2 2026 in Review

Oxinas Partners Wealth Management reduced its Shopify (SHOP) stake by 1% in Q2 2026, selling an estimated $3.54K and leaving 3,064 shares worth $350K. The position accounts for 0.14% of the portfolio, ranked #108.

Oxinas Partners Wealth Management first reported a position in SHOP in Q2 2021 and has held it in 17 quarters since. The position peaked at $503K in Q4 2021. 267 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Oxinas Partners Wealth Management held 3,064 shares of Shopify worth $350K as of Q2 2026.
  • Oxinas Partners Wealth Management sold 31 Shopify shares in Q2 2026, an estimated $3.54K.
  • Shopify made up 0.14% of Oxinas Partners Wealth Management's portfolio in Q2 2026, its #108 holding.
  • Oxinas Partners Wealth Management first reported a position in Shopify in Q2 2021 and has held it in 17 quarters since.
  • Oxinas Partners Wealth Management's Shopify position peaked at $503K in Q4 2021.
  • 267 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

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