SWM
SHOP icon

Shelton Wealth Management’s Shopify SHOP Stock Holding History

Shelton 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 		$144K Buy
+1,257
New +$143K 0.06% 128
2025
Q3 		– Sell
-31
Closed -$3.58K – 182
2025
Q2 		$3.58K Buy
+31
New +$3.1K ﹤0.01% 144

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
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
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
EAM
Exane Asset Management Paris, France $277M AUM 26.27% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return

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

Shelton Wealth Management opened a new position in Shopify (SHOP) in Q2 2026: 1,257 shares worth $144K. The stake represents 0.06% of the portfolio and ranks #128 among its holdings. This is a return to the name: Shelton Wealth Management previously reported a position in SHOP as recently as Q2 2025.

Shelton Wealth Management first reported a position in SHOP in Q2 2025 and has held it in 2 quarters since. 244 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Shelton Wealth Management held 1,257 shares of Shopify worth $144K as of Q2 2026.
  • Shopify was a new Shelton Wealth Management position in Q2 2026.
  • Shopify made up 0.06% of Shelton Wealth Management's portfolio in Q2 2026, its #128 holding.
  • Shelton Wealth Management first reported a position in Shopify in Q2 2025 and has held it in 2 quarters since.
  • 244 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

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