SWA
SHOP icon

Sax Wealth Advisors’s Shopify SHOP Stock Holding History

Sax Wealth Advisors’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 		$1.04M Buy
8,799
+1,935
+28% +$221K 0.04% 224
2026
Q1 		$1.1M Sell
6,864
-120
-2% -$15.8K 0.05% 182
2025
Q4 		$1.12M Buy
6,984
+429
+7% +$68.9K 0.05% 185
2025
Q3 		$974K Buy
6,555
+206
+3% +$27.9K 0.05% 191
2025
Q2 		$732K Buy
6,349
+78
+1% +$7.8K 0.04% 209
2025
Q1 		$599K Buy
6,271
+2,195
+54% +$239K 0.04% 195
2024
Q4 		$433K Buy
4,076
+1,348
+49% +$131K 0.03% 208
2024
Q3 		$219K Buy
+2,728
New +$188K 0.02% 267

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

Sax Wealth Advisors's SHOP Position: Q2 2026 in Review

Sax Wealth Advisors increased its Shopify (SHOP) stake by 28% in Q2 2026, buying an estimated $221K and bringing the position to 8,799 shares worth $1.04M. The position accounts for 0.04% of the portfolio, ranked #224.

Sax Wealth Advisors first reported a position in SHOP in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.12M in Q4 2025. 493 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Sax Wealth Advisors held 8,799 shares of Shopify worth $1.04M as of Q2 2026.
  • Sax Wealth Advisors bought 1,935 Shopify shares in Q2 2026, an estimated $221K.
  • Shopify made up 0.04% of Sax Wealth Advisors's portfolio in Q2 2026, its #224 holding.
  • Sax Wealth Advisors first reported a position in Shopify in Q3 2024 and has held it in 8 quarters since.
  • Sax Wealth Advisors's Shopify position peaked at $1.12M in Q4 2025.
  • 493 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.