Private Wealth Management Group’s Shopify SHOP Stock Holding History

Private Wealth Management 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	$46.5K	Hold	407	–	–	0.01%	247
2026 Q1	$48.3K	Hold	407	–	–	0.01%	198
2025 Q4	$65.5K	Sell	407 -111	-21%	-$17.8K	0.02%	161
2025 Q3	$77K	Hold	518	–	–	0.02%	143
2025 Q2	$59.8K	Hold	518	–	–	0.02%	149
2025 Q1	$49.5K	Hold	518	–	–	0.02%	168
2024 Q4	$55.1K	Hold	518	–	–	0.02%	155
2024 Q3	$41.5K	Hold	518	–	–	0.02%	181
2024 Q2	$34.2K	Hold	518	–	–	0.01%	197
2024 Q1	$40K	Buy	518 +180	+53%	+$14.2K	0.02%	183
2023 Q4	$26.3K	Buy	+338	New	+$21.6K	0.01%	231

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 Management Group's SHOP Position: Q2 2026 in Review

Private Wealth Management Group held its Shopify (SHOP) position steady in Q2 2026 at 407 shares worth $46.5K. The position accounts for 0.01% of the portfolio, ranked #247.

Private Wealth Management Group first reported a position in SHOP in Q4 2023 and has held it in 11 quarters since. The position peaked at $77K in Q3 2025. 1,705 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

Private Wealth Management Group held 407 shares of Shopify worth $46.5K as of Q2 2026.
Private Wealth Management Group left its Shopify share count unchanged in Q2 2026.
Shopify made up 0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #247 holding.
Private Wealth Management Group first reported a position in Shopify in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's Shopify position peaked at $77K in Q3 2025.
1,705 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.