Private Wealth Asset Management’s Shopify SHOP Stock Holding History

Private Wealth Asset 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	$2.06K	Hold	18	–	–	﹤0.01%	855
2026 Q1	$2.13K	Hold	18	–	–	﹤0.01%	842
2025 Q4	$2.9K	Hold	18	–	–	﹤0.01%	808
2025 Q3	$2.67K	Hold	18	–	–	﹤0.01%	799
2025 Q2	$2.08K	Hold	18	–	–	﹤0.01%	818
2025 Q1	$1.72K	Buy	+18	New	+$1.96K	﹤0.01%	816

Other funds holding SHOP

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Private Wealth Asset Management's SHOP Position: Q2 2026 in Review

Private Wealth Asset Management held its Shopify (SHOP) position steady in Q2 2026 at 18 shares worth $2.06K. The position accounts for ﹤0.01% of the portfolio, ranked #855.

Private Wealth Asset Management first reported a position in SHOP in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.9K in Q4 2025. 1,711 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

Private Wealth Asset Management held 18 shares of Shopify worth $2.06K as of Q2 2026.
Private Wealth Asset Management left its Shopify share count unchanged in Q2 2026.
Shopify made up ﹤0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #855 holding.
Private Wealth Asset Management first reported a position in Shopify in Q1 2025 and has held it in 6 quarters since.
Private Wealth Asset Management's Shopify position peaked at $2.9K in Q4 2025.
1,711 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.