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Spartan Wealth Advisory Services LLC’s Shopify SHOP Stock Holding History

Spartan Wealth Advisory Services LLC’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 		$202K Sell
1,772
-348
-16% -$39.7K 0.02% 307
2026
Q1 		$251K Buy
+2,120
New +$279K 0.02% 271

Other funds holding SHOP

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Spartan Wealth Advisory Services LLC's SHOP Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC reduced its Shopify (SHOP) stake by 16% in Q2 2026, selling an estimated $39.7K and leaving 1,772 shares worth $202K. The position accounts for 0.02% of the portfolio, ranked #307.

Spartan Wealth Advisory Services LLC first reported a position in SHOP in Q1 2026 and has held it in 2 quarters since. The position peaked at $251K in Q1 2026. 1,622 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Spartan Wealth Advisory Services LLC held 1,772 shares of Shopify worth $202K as of Q2 2026.
  • Spartan Wealth Advisory Services LLC sold 348 Shopify shares in Q2 2026, an estimated $39.7K.
  • Shopify made up 0.02% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #307 holding.
  • Spartan Wealth Advisory Services LLC first reported a position in Shopify in Q1 2026 and has held it in 2 quarters since.
  • Spartan Wealth Advisory Services LLC's Shopify position peaked at $251K in Q1 2026.
  • 1,622 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.