PWM
SHOP icon

Perigon Wealth Management’s Shopify SHOP Stock Holding History

Perigon 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 		$915K Sell
8,017
-701
-8% -$80K 0.01% 627
2026
Q1 		$1.03M Buy
8,718
+71
+0.8% +$9.33K 0.02% 523
2025
Q4 		$1.39M Buy
8,647
+306
+4% +$49.1K 0.02% 451
2025
Q3 		$1.24M Sell
8,341
-163
-2% -$22.1K 0.03% 453
2025
Q2 		$981K Buy
8,504
+1,673
+24% +$167K 0.02% 473
2025
Q1 		$652K Sell
6,831
-956
-12% -$104K 0.02% 565
2024
Q4 		$806K Buy
7,787
+491
+7% +$47.8K 0.02% 505
2024
Q3 		$585K Buy
7,296
+166
+2% +$11.5K 0.02% 572
2024
Q2 		$471K Sell
7,130
-2,667
-27% -$177K 0.01% 547
2024
Q1 		$756K Sell
9,797
-8
-0.1% -$632 0.02% 436
2023
Q4 		$764K Buy
9,805
+111
+1% +$7.09K 0.03% 402
2023
Q3 		$529K Buy
9,694
+914
+10% +$55.4K 0.02% 436
2023
Q2 		$567K Sell
8,780
-1,615
-16% -$91.3K 0.02% 432
2023
Q1 		$498K Buy
10,395
+1,744
+20% +$76.7K 0.03% 396
2022
Q4 		$300K Buy
+8,651
New +$295K 0.02% 528
2022
Q2 		– Sell
-4,740
Closed -$320K – 614
2022
Q1 		$320K Buy
4,740
+810
+21% +$66.5K 0.02% 442
2021
Q4 		$541K Buy
3,930
+1,350
+52% +$197K 0.04% 327
2021
Q3 		$350K Buy
2,580
+420
+19% +$62.9K 0.03% 379
2021
Q2 		$316K Sell
2,160
-170
-7% -$20.9K 0.03% 394
2021
Q1 		$258K Buy
2,330
+1,170
+101% +$141K 0.03% 417
2020
Q4 		$131K Buy
+1,160
New +$122K 0.02% 485

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

Perigon Wealth Management's SHOP Position: Q2 2026 in Review

Perigon Wealth Management reduced its Shopify (SHOP) stake by 8% in Q2 2026, selling an estimated $80K and leaving 8,017 shares worth $915K. The position accounts for 0.01% of the portfolio, ranked #627.

Perigon Wealth Management first reported a position in SHOP in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.39M in Q4 2025. 1,711 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Perigon Wealth Management held 8,017 shares of Shopify worth $915K as of Q2 2026.
  • Perigon Wealth Management sold 701 Shopify shares in Q2 2026, an estimated $80K.
  • Shopify made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #627 holding.
  • Perigon Wealth Management first reported a position in Shopify in Q4 2020 and has held it in 21 quarters since.
  • Perigon Wealth Management's Shopify position peaked at $1.39M in Q4 2025.
  • 1,711 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.