SWM
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Salvus Wealth Management’s Shopify SHOP Stock Holding History

Salvus 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 		$673K Sell
5,892
-883
-13% -$101K 0.38% 70
2026
Q1 		$804K Buy
6,775
+1,312
+24% +$172K 0.47% 61
2025
Q4 		$879K Sell
5,463
-521
-9% -$83.7K 0.49% 57
2025
Q3 		$889K Sell
5,984
-737
-11% -$99.9K 0.5% 59
2025
Q2 		$775K Sell
6,721
-27
-0.4% -$2.7K 0.45% 62
2025
Q1 		$644K Buy
6,748
+163
+2% +$17.8K 0.4% 68
2024
Q4 		$700K Buy
6,585
+185
+3% +$18K 0.45% 61
2024
Q3 		$513K Buy
6,400
+1,982
+45% +$137K 0.31% 81
2024
Q2 		$292K Buy
+4,418
New +$293K 0.2% 95
2022
Q1 		– Sell
-1,830
Closed -$252K – 101
2021
Q4 		$252K Buy
1,830
+150
+9% +$21.9K 0.18% 91
2021
Q3 		$228K Buy
1,680
+40
+2% +$5.99K 0.19% 91
2021
Q2 		$239K Buy
+1,640
New +$202K 0.2% 84

Other funds holding SHOP

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
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
NI
Nepsis Inc Minneapolis, Minnesota $295M AUM 35.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Salvus Wealth Management reduced its Shopify (SHOP) stake by 13% in Q2 2026, selling an estimated $101K and leaving 5,892 shares worth $673K. The position accounts for 0.38% of the portfolio, ranked #70.

Salvus Wealth Management first reported a position in SHOP in Q2 2021 and has held it in 12 quarters since. The position peaked at $889K in Q3 2025. 267 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Salvus Wealth Management held 5,892 shares of Shopify worth $673K as of Q2 2026.
  • Salvus Wealth Management sold 883 Shopify shares in Q2 2026, an estimated $101K.
  • Shopify made up 0.38% of Salvus Wealth Management's portfolio in Q2 2026, its #70 holding.
  • Salvus Wealth Management first reported a position in Shopify in Q2 2021 and has held it in 12 quarters since.
  • Salvus Wealth Management's Shopify position peaked at $889K in Q3 2025.
  • 267 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Salvus Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.