SWIM
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Smallwood Wealth Investment Management’s Shopify SHOP Stock Holding History

Smallwood Wealth Investment 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 		$215K Buy
1,885
+642
+52% +$73.3K 0.09% 89
2026
Q1 		$147K Hold
1,243
– – 0.08% 95
2025
Q4 		$200K Buy
1,243
+180
+17% +$28.9K 0.1% 81
2025
Q3 		$158K Sell
1,063
-100
-9% -$13.6K 0.08% 95
2025
Q2 		$134K Hold
1,163
– – 0.08% 98
2025
Q1 		$111K Buy
+1,163
New +$127K 0.07% 104

Other funds holding SHOP

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 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
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Smallwood Wealth Investment Management's SHOP Position: Q2 2026 in Review

Smallwood Wealth Investment Management increased its Shopify (SHOP) stake by 52% in Q2 2026, buying an estimated $73.3K and bringing the position to 1,885 shares worth $215K. The position accounts for 0.09% of the portfolio, ranked #89.

Smallwood Wealth Investment Management first reported a position in SHOP in Q1 2025 and has held it in 6 quarters since. 659 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Smallwood Wealth Investment Management held 1,885 shares of Shopify worth $215K as of Q2 2026.
  • Smallwood Wealth Investment Management bought 642 Shopify shares in Q2 2026, an estimated $73.3K.
  • Shopify made up 0.09% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #89 holding.
  • Smallwood Wealth Investment Management first reported a position in Shopify in Q1 2025 and has held it in 6 quarters since.
  • 659 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.