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Spire Wealth Management’s Shopify SHOP Stock Holding History

Spire 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 		$2.94M Buy
25,749
+325
+1% +$37.1K 0.09% 205
2026
Q1 		$3.02M Sell
25,424
-49,677
-66% -$6.53M 0.1% 186
2025
Q4 		$12.1M Sell
75,101
-2,861
-4% -$459K 0.4% 51
2025
Q3 		$11.6M Buy
77,962
+7,851
+11% +$1.06M 0.39% 55
2025
Q2 		$7.93M Sell
70,111
-12,759
-15% -$1.28M 0.28% 72
2025
Q1 		$7.91M Sell
82,870
-2,342
-3% -$255K 0.25% 86
2024
Q4 		$9.06M Buy
85,212
+55,976
+191% +$5.44M 0.28% 80
2024
Q3 		$2.34M Buy
29,236
+4,839
+20% +$334K 0.08% 204
2024
Q2 		$1.61M Sell
24,397
-3,685
-13% -$244K 0.06% 260
2024
Q1 		$2.17M Buy
28,082
+3,319
+13% +$262K 0.04% 238
2023
Q4 		$1.98M Sell
24,763
-3,139
-11% -$200K 0.07% 243
2023
Q3 		$1.52M Sell
27,902
-2,965
-10% -$180K 0.06% 254
2023
Q2 		$1.99M Buy
30,867
+2,312
+8% +$131K 0.07% 235
2023
Q1 		$1.37M Buy
28,555
+17,870
+167% +$786K 0.05% 287
2022
Q4 		$371K Sell
10,685
-154
-1% -$5.26K 0.02% 416
2022
Q3 		$292K Sell
10,839
-19,121
-64% -$650K 0.02% 449
2022
Q2 		$936K Sell
29,960
-35,850
-54% -$1.53M 0.04% 343
2022
Q1 		$4.45M Sell
65,810
-58,670
-47% -$4.82M 0.12% 165
2021
Q4 		$17.2M Buy
124,480
+54,770
+79% +$8M 0.38% 66
2021
Q3 		$9.45M Buy
69,710
+1,060
+2% +$159K 0.25% 113
2021
Q2 		$10M Buy
68,650
+1,490
+2% +$184K 0.27% 105
2021
Q1 		$7.46M Buy
+67,160
New +$8.11M 0.2% 124

Other funds holding SHOP

BIM
Barton Investment Management West Conshohocken, Pennsylvania $738M AUM 7.58% 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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
B
Bellecapital Zurich, Switzerland $625M AUM 39.69% 1-Year Est. Return

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

Spire Wealth Management increased its Shopify (SHOP) stake by 1.3% in Q2 2026, buying an estimated $37.1K and bringing the position to 25,749 shares worth $2.94M. The position accounts for 0.09% of the portfolio, ranked #205.

Spire Wealth Management first reported a position in SHOP in Q1 2021 and has held it in 22 quarters since. The position peaked at $17.2M in Q4 2021. 397 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Spire Wealth Management held 25,749 shares of Shopify worth $2.94M as of Q2 2026.
  • Spire Wealth Management bought 325 Shopify shares in Q2 2026, an estimated $37.1K.
  • Shopify made up 0.09% of Spire Wealth Management's portfolio in Q2 2026, its #205 holding.
  • Spire Wealth Management first reported a position in Shopify in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Shopify position peaked at $17.2M in Q4 2021.
  • 397 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.