Physician Wealth Advisors’s Shopify SHOP Stock Holding History

Physician Wealth Advisors’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	$116K	Buy	1,015 +6	+0.6%	+$685	0.01%	289
2026 Q1	$120K	Sell	1,009 -4	-0.4%	-$526	0.02%	254
2025 Q4	$163K	Buy	1,013 +9	+0.9%	+$1.45K	0.02%	223
2025 Q3	$149K	Sell	1,004 -77	-7%	-$10.4K	0.02%	229
2025 Q2	$125K	Sell	1,081 -186	-15%	-$18.6K	0.02%	242
2025 Q1	$121K	Buy	1,267 +34	+3%	+$3.71K	0.02%	235
2024 Q4	$131K	Buy	+1,233	New	+$120K	0.02%	225

Other funds holding SHOP

BIM

Barton Investment Management West Conshohocken, Pennsylvania $738M AUM 7.58% 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

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

IIM

Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Physician Wealth Advisors's SHOP Position: Q2 2026 in Review

Physician Wealth Advisors increased its Shopify (SHOP) stake by 0.59% in Q2 2026, buying an estimated $685 and bringing the position to 1,015 shares worth $116K. The position accounts for 0.01% of the portfolio, ranked #289.

Physician Wealth Advisors first reported a position in SHOP in Q4 2024 and has held it in 7 quarters since. The position peaked at $163K in Q4 2025. 299 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

Physician Wealth Advisors held 1,015 shares of Shopify worth $116K as of Q2 2026.
Physician Wealth Advisors bought 6 Shopify shares in Q2 2026, an estimated $685.
Shopify made up 0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #289 holding.
Physician Wealth Advisors first reported a position in Shopify in Q4 2024 and has held it in 7 quarters since.
Physician Wealth Advisors's Shopify position peaked at $163K in Q4 2025.
299 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.