PWMAG
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Pinnacle Wealth Management Advisory Group’s Shopify SHOP Stock Holding History

Pinnacle Wealth Management Advisory Group’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 		$701K Hold
6,143
– – 0.04% 230
2026
Q1 		$729K Buy
6,143
+40
+0.7% +$5.26K 0.05% 209
2025
Q4 		$982K Sell
6,103
-1,500
-20% -$241K 0.07% 172
2025
Q3 		$1.13M Hold
7,603
– – 0.08% 145
2025
Q2 		$877K Sell
7,603
-46
-0.6% -$4.6K 0.07% 154
2025
Q1 		$730K Buy
+7,649
New +$834K 0.07% 166

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

Pinnacle Wealth Management Advisory Group's SHOP Position: Q2 2026 in Review

Pinnacle Wealth Management Advisory Group held its Shopify (SHOP) position steady in Q2 2026 at 6,143 shares worth $701K. The position accounts for 0.04% of the portfolio, ranked #230.

Pinnacle Wealth Management Advisory Group first reported a position in SHOP in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.13M in Q3 2025. 1,706 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Pinnacle Wealth Management Advisory Group held 6,143 shares of Shopify worth $701K as of Q2 2026.
  • Pinnacle Wealth Management Advisory Group left its Shopify share count unchanged in Q2 2026.
  • Shopify made up 0.04% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #230 holding.
  • Pinnacle Wealth Management Advisory Group first reported a position in Shopify in Q1 2025 and has held it in 6 quarters since.
  • Pinnacle Wealth Management Advisory Group's Shopify position peaked at $1.13M in Q3 2025.
  • 1,706 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2026, filed 5 Aug 2026.