RWB
SHOP icon

RMR Wealth Builders’s Shopify SHOP Stock Holding History

RMR Wealth Builders’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 		$861K Buy
7,543
+21
+0.3% +$2.4K 0.05% 142
2026
Q1 		$892K Sell
7,522
-841
-10% -$111K 0.07% 125
2025
Q4 		$1.35M Sell
8,363
-454
-5% -$72.9K 0.11% 99
2025
Q3 		$1.31M Sell
8,817
-1,858
-17% -$252K 0.11% 97
2025
Q2 		$1.23M Buy
10,675
+265
+3% +$26.5K 0.11% 102
2025
Q1 		$994K Sell
10,410
-436
-4% -$47.5K 0.1% 106
2024
Q4 		$1.15M Buy
10,846
+305
+3% +$29.7K 0.12% 98
2024
Q3 		$845K Buy
10,541
+388
+4% +$26.8K 0.09% 116
2024
Q2 		$671K Sell
10,153
-906
-8% -$60.1K 0.08% 129
2024
Q1 		$853K Buy
11,059
+1,332
+14% +$105K 0.1% 109
2023
Q4 		$758K Sell
9,727
-2,960
-23% -$189K 0.11% 105
2023
Q3 		$692K Buy
12,687
+1,410
+13% +$85.4K 0.11% 99
2023
Q2 		$728K Sell
11,277
-3,400
-23% -$192K 0.12% 83
2023
Q1 		$704K Buy
14,677
+7,264
+98% +$320K 0.13% 85
2022
Q4 		$257K Buy
+7,413
New +$253K 0.06% 159
2022
Q2 		– Sell
-5,010
Closed -$339K – 214
2022
Q1 		$339K Buy
5,010
+830
+20% +$68.1K 0.07% 145
2021
Q4 		$576K Sell
4,180
-450
-10% -$65.8K 0.17% 64
2021
Q3 		$628K Buy
4,630
+30
+0.7% +$4.5K 0.18% 85
2021
Q2 		$672K Buy
+4,600
New +$567K 0.22% 77
2020
Q3 		– Sell
-2,560
Closed -$243K – 427
2020
Q2 		$243K Buy
+2,560
New +$178K 0.22% 99

Other funds holding SHOP

BIM
Barton Investment Management West Conshohocken, Pennsylvania $738M AUM 7.58% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

RMR Wealth Builders's SHOP Position: Q2 2026 in Review

RMR Wealth Builders increased its Shopify (SHOP) stake by 0.28% in Q2 2026, buying an estimated $2.4K and bringing the position to 7,543 shares worth $861K. The position accounts for 0.05% of the portfolio, ranked #142.

RMR Wealth Builders first reported a position in SHOP in Q2 2020 and has held it in 20 quarters since. The position peaked at $1.35M in Q4 2025. 493 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • RMR Wealth Builders held 7,543 shares of Shopify worth $861K as of Q2 2026.
  • RMR Wealth Builders bought 21 Shopify shares in Q2 2026, an estimated $2.4K.
  • Shopify made up 0.05% of RMR Wealth Builders's portfolio in Q2 2026, its #142 holding.
  • RMR Wealth Builders first reported a position in Shopify in Q2 2020 and has held it in 20 quarters since.
  • RMR Wealth Builders's Shopify position peaked at $1.35M in Q4 2025.
  • 493 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.