Smith Salley Wealth Management’s Shopify SHOP Stock Holding History

Smith Salley 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	$341K	Buy	2,990 +412	+16%	+$47K	0.01%	228
2026 Q1	$306K	Sell	2,578 -23	-0.9%	-$3.02K	0.02%	222
2025 Q4	$419K	Buy	2,601 +848	+48%	+$136K	0.02%	201
2025 Q3	$261K	Sell	1,753 -423	-19%	-$57.3K	0.01%	235
2025 Q2	$251K	Buy	+2,176	New	+$218K	0.01%	236
2025 Q1	–	Sell	-1,974	Closed	-$210K	–	259
2024 Q4	$210K	Buy	+1,974	New	+$192K	0.01%	236

Other funds holding SHOP

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Smith Salley Wealth Management's SHOP Position: Q2 2026 in Review

Smith Salley Wealth Management increased its Shopify (SHOP) stake by 16% in Q2 2026, buying an estimated $47K and bringing the position to 2,990 shares worth $341K. The position accounts for 0.01% of the portfolio, ranked #228.

Smith Salley Wealth Management first reported a position in SHOP in Q4 2024 and has held it in 6 quarters since. The position peaked at $419K in Q4 2025. 1,706 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

Smith Salley Wealth Management held 2,990 shares of Shopify worth $341K as of Q2 2026.
Smith Salley Wealth Management bought 412 Shopify shares in Q2 2026, an estimated $47K.
Shopify made up 0.01% of Smith Salley Wealth Management's portfolio in Q2 2026, its #228 holding.
Smith Salley Wealth Management first reported a position in Shopify in Q4 2024 and has held it in 6 quarters since.
Smith Salley Wealth Management's Shopify position peaked at $419K in Q4 2025.
1,706 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

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