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Proactive Wealth Strategies’s Shopify SHOP Stock Holding History

Proactive Wealth Strategies’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 		$308K Hold
2,700
– – 0.05% 187
2026
Q1 		$320K Buy
2,700
+1,350
+100% +$177K 0.06% 174
2025
Q4 		$217K Hold
1,350
– – 0.09% 143
2025
Q3 		$201K Buy
+1,350
New +$183K 0.09% 139

Other funds holding SHOP

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Proactive Wealth Strategies's SHOP Position: Q2 2026 in Review

Proactive Wealth Strategies held its Shopify (SHOP) position steady in Q2 2026 at 2,700 shares worth $308K. The position accounts for 0.05% of the portfolio, ranked #187.

Proactive Wealth Strategies first reported a position in SHOP in Q3 2025 and has held it in 4 quarters since. The position peaked at $320K in Q1 2026. 1,064 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Proactive Wealth Strategies held 2,700 shares of Shopify worth $308K as of Q2 2026.
  • Proactive Wealth Strategies left its Shopify share count unchanged in Q2 2026.
  • Shopify made up 0.05% of Proactive Wealth Strategies's portfolio in Q2 2026, its #187 holding.
  • Proactive Wealth Strategies first reported a position in Shopify in Q3 2025 and has held it in 4 quarters since.
  • Proactive Wealth Strategies's Shopify position peaked at $320K in Q1 2026.
  • 1,064 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Proactive Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.