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SFMG Wealth Advisors’s Shopify SHOP Stock Holding History

SFMG 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 		– Sell
-1,806
Closed -$214K – 361
2026
Q1 		$214K Hold
1,806
– – 0.01% 286
2025
Q4 		$291K Buy
1,806
+75
+4% +$12K 0.02% 244
2025
Q3 		$257K Buy
+1,731
New +$235K 0.02% 247
2022
Q2 		– Sell
-3,800
Closed -$257K – 308
2022
Q1 		$257K Buy
3,800
+390
+11% +$32K 0.03% 227
2021
Q4 		$470K Sell
3,410
-670
-16% -$97.9K 0.05% 157
2021
Q3 		$553K Buy
4,080
+10
+0.2% +$1.5K 0.06% 134
2021
Q2 		$595K Hold
4,070
– – 0.07% 130
2021
Q1 		$450K Buy
4,070
+410
+11% +$49.5K 0.05% 153
2020
Q4 		$414K Buy
+3,660
New +$384K 0.05% 141

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

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

SFMG Wealth Advisors sold out of Shopify (SHOP) in Q2 2026, closing a stake of 1,806 shares — an estimated $214K sold.

SFMG Wealth Advisors first reported a position in SHOP in Q4 2020 and held it in 9 quarters. The position peaked at $595K in Q2 2021. 1,714 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • SFMG Wealth Advisors reported no remaining Shopify position as of Q2 2026 after selling out during the quarter.
  • SFMG Wealth Advisors sold 1,806 Shopify shares in Q2 2026, an estimated $214K.
  • SFMG Wealth Advisors first reported a position in Shopify in Q4 2020 and held it in 9 quarters.
  • SFMG Wealth Advisors's Shopify position peaked at $595K in Q2 2021.
  • 1,714 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.