RWM
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Rialto Wealth Management’s Shopify SHOP Stock Holding History

Rialto Wealth 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 		$753K Buy
6,599
+59
+0.9% +$6.73K 0.15% 89
2026
Q1 		$776K Hold
6,540
– – 0.17% 76
2025
Q4 		$1.05M Hold
6,540
– – 0.25% 67
2025
Q3 		$972K Hold
6,540
– – 0.25% 68
2025
Q2 		$754K Hold
6,540
– – 0.21% 80
2025
Q1 		$624K Sell
6,540
-28
-0.4% -$3.05K 0.2% 82
2024
Q4 		$698K Buy
+6,568
New +$639K 0.23% 73

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

Rialto Wealth Management's SHOP Position: Q2 2026 in Review

Rialto Wealth Management increased its Shopify (SHOP) stake by 0.9% in Q2 2026, buying an estimated $6.73K and bringing the position to 6,599 shares worth $753K. The position accounts for 0.15% of the portfolio, ranked #89.

Rialto Wealth Management first reported a position in SHOP in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.05M in Q4 2025. 1,710 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Rialto Wealth Management held 6,599 shares of Shopify worth $753K as of Q2 2026.
  • Rialto Wealth Management bought 59 Shopify shares in Q2 2026, an estimated $6.73K.
  • Shopify made up 0.15% of Rialto Wealth Management's portfolio in Q2 2026, its #89 holding.
  • Rialto Wealth Management first reported a position in Shopify in Q4 2024 and has held it in 7 quarters since.
  • Rialto Wealth Management's Shopify position peaked at $1.05M in Q4 2025.
  • 1,710 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

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