SFS
SHOP icon

Sowell Financial Services’s Shopify SHOP Stock Holding History

Sowell Financial Services’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 		$1.3M Sell
11,424
-1,571
-12% -$179K 0.04% 399
2026
Q1 		$1.54M Sell
12,995
-3,174
-20% -$417K 0.06% 353
2025
Q4 		$2.6M Sell
16,169
-617
-4% -$99.1K 0.1% 219
2025
Q3 		$2.49M Buy
16,786
+2,821
+20% +$382K 0.1% 232
2025
Q2 		$1.61M Sell
13,965
-2,352
-14% -$235K 0.07% 309
2025
Q1 		$1.56M Sell
16,317
-8,481
-34% -$924K 0.07% 286
2024
Q4 		$2.64M Buy
24,798
+622
+3% +$60.5K 0.14% 164
2024
Q3 		$1.94M Buy
24,176
+3,957
+20% +$273K 0.09% 240
2024
Q2 		$1.33M Buy
+20,219
New +$1.34M 0.06% 289
2023
Q2 		– Sell
-4,787
Closed -$229K – 781
2023
Q1 		$229K Buy
+4,787
New +$211K 0.02% 656
2021
Q2 		– Sell
-8,090
Closed -$883K – 2341
2021
Q1 		$883K Sell
8,090
-29,600
-79% -$3.58M 0.03% 448
2020
Q4 		$4.27M Buy
37,690
+24,520
+186% +$2.57M 0.18% 116
2020
Q3 		$1.35M Sell
13,170
-4,630
-26% -$460K 0.07% 235
2020
Q2 		$1.69M Buy
17,800
+4,950
+39% +$344K 0.09% 195
2020
Q1 		$536K Buy
12,850
+2,850
+29% +$128K 0.04% 385
2019
Q4 		$398K Buy
10,000
+20
+0.2% +$676 0.03% 513
2019
Q3 		$311K Buy
+9,980
New +$342K 0.03% 526

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

Sowell Financial Services's SHOP Position: Q2 2026 in Review

Sowell Financial Services reduced its Shopify (SHOP) stake by 12% in Q2 2026, selling an estimated $179K and leaving 11,424 shares worth $1.3M. The position accounts for 0.04% of the portfolio, ranked #399.

Sowell Financial Services first reported a position in SHOP in Q3 2019 and has held it in 17 quarters since. The position peaked at $4.27M in Q4 2020. 493 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Sowell Financial Services held 11,424 shares of Shopify worth $1.3M as of Q2 2026.
  • Sowell Financial Services sold 1,571 Shopify shares in Q2 2026, an estimated $179K.
  • Shopify made up 0.04% of Sowell Financial Services's portfolio in Q2 2026, its #399 holding.
  • Sowell Financial Services first reported a position in Shopify in Q3 2019 and has held it in 17 quarters since.
  • Sowell Financial Services's Shopify position peaked at $4.27M in Q4 2020.
  • 493 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.