Steward Partners Investment Advisory’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $5.49M | Sell |
48,093
-742
| -2% | -$84.7K | 0.03% | 530 |
|
|
2026
Q1 | $5.79M | Sell |
48,835
-4,089
| -8% | -$537K | 0.03% | 461 |
|
|
2025
Q4 | $8.52M | Sell |
52,924
-3,475
| -6% | -$558K | 0.05% | 333 |
|
|
2025
Q3 | $8.38M | Buy |
56,399
+4,834
| +9% | +$655K | 0.05% | 329 |
|
|
2025
Q2 | $5.95M | Buy |
51,565
+13,119
| +34% | +$1.31M | 0.05% | 377 |
|
|
2025
Q1 | $3.72M | Buy |
38,446
+1,104
| +3% | +$120K | 0.03% | 476 |
|
|
2024
Q4 | $3.97M | Buy |
37,342
+5,335
| +17% | +$519K | 0.04% | 436 |
|
|
2024
Q3 | $2.57M | Buy |
32,007
+3,760
| +13% | +$260K | 0.02% | 548 |
|
|
2024
Q2 | $1.87M | Buy |
28,247
+8,827
| +45% | +$586K | 0.02% | 606 |
|
|
2024
Q1 | $1.5M | Sell |
19,420
-16,944
| -47% | -$1.34M | 0.02% | 666 |
|
|
2023
Q4 | $2.83M | Buy |
36,364
+12,201
| +50% | +$779K | 0.04% | 415 |
|
|
2023
Q3 | $1.32M | Sell |
24,163
-3,688
| -13% | -$223K | 0.02% | 581 |
|
|
2023
Q2 | $1.8M | Buy |
27,851
+173
| +0.6% | +$9.78K | 0.03% | 513 |
|
|
2023
Q1 | $1.33M | Buy |
27,678
+848
| +3% | +$37.3K | 0.02% | 595 |
|
|
2022
Q4 | $931K | Buy |
26,830
+10,306
| +62% | +$352K | 0.02% | 689 |
|
|
2022
Q3 | $445K | Sell |
16,524
-161
| -1% | -$5.48K | 0.01% | 895 |
|
|
2022
Q2 | $521K | Sell |
16,685
-1,505
| -8% | -$64.3K | 0.01% | 837 |
|
|
2022
Q1 | $1.23M | Sell |
18,190
-22,860
| -56% | -$1.88M | 0.02% | 628 |
|
|
2021
Q4 | $5.66M | Sell |
41,050
-1,220
| -3% | -$178K | 0.09% | 244 |
|
|
2021
Q3 | $5.73M | Buy |
42,270
+14,150
| +50% | +$2.12M | 0.1% | 227 |
|
|
2021
Q2 | $4.11M | Sell |
28,120
-13,390
| -32% | -$1.65M | 0.07% | 290 |
|
|
2021
Q1 | $4.59M | Buy |
41,510
+19,510
| +89% | +$2.36M | 0.08% | 261 |
|
|
2020
Q4 | $2.49M | Buy |
22,000
+8,370
| +61% | +$879K | 0.05% | 324 |
|
|
2020
Q3 | $1.39M | Buy |
13,630
+4,960
| +57% | +$493K | 0.04% | 399 |
|
|
2020
Q2 | $823K | Sell |
8,670
-5,180
| -37% | -$360K | 0.02% | 501 |
|
|
2020
Q1 | $577K | Buy |
13,850
+4,970
| +56% | +$224K | 0.02% | 532 |
|
|
2019
Q4 | $353K | Buy |
8,880
+90
| +1% | +$3.04K | 0.01% | 719 |
|
|
2019
Q3 | $273K | Buy |
8,790
+4,010
| +84% | +$137K | 0.01% | 751 |
|
|
2019
Q2 | $143K | Buy |
+4,780
| New | +$124K | 0.01% | 921 |
|
|
2018
Q4 | – | Sell |
-3,900
| Closed | -$64K | – | 1924 |
|
|
2018
Q3 | $64K | Sell |
3,900
-900
| -19% | -$13.7K | ﹤0.01% | 1101 |
|
|
2018
Q2 | $70K | Sell |
4,800
-400
| -8% | -$5.66K | ﹤0.01% | 970 |
|
|
2018
Q1 | $64K | Buy |
+5,200
| New | +$67.3K | ﹤0.01% | 913 |
|
Other funds holding SHOP
Steward Partners Investment Advisory's SHOP Position: Q2 2026 in Review
Steward Partners Investment Advisory reduced its Shopify (SHOP) stake by 1.5% in Q2 2026, selling an estimated $84.7K and leaving 48,093 shares worth $5.49M. The position accounts for 0.03% of the portfolio, ranked #530.
Steward Partners Investment Advisory first reported a position in SHOP in Q1 2018 and has held it in 32 quarters since. The position peaked at $8.52M in Q4 2025. 1,706 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.
- Steward Partners Investment Advisory held 48,093 shares of Shopify worth $5.49M as of Q2 2026.
- Steward Partners Investment Advisory sold 742 Shopify shares in Q2 2026, an estimated $84.7K.
- Shopify made up 0.03% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #530 holding.
- Steward Partners Investment Advisory first reported a position in Shopify in Q1 2018 and has held it in 32 quarters since.
- Steward Partners Investment Advisory's Shopify position peaked at $8.52M in Q4 2025.
- 1,706 funds tracked by Wall St. Rank held Shopify as of Q2 2026.
Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.