SWM
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StoneCrest Wealth Management’s Shopify SHOP Stock Holding History

StoneCrest 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 		– Sell
-9,326
Closed -$1.11M – 79
2026
Q1 		$1.11M Sell
9,326
-287
-3% -$37.7K 0.47% 44
2025
Q4 		$1.55M Buy
9,613
+244
+3% +$39.2K 0.62% 40
2025
Q3 		$1.39M Sell
9,369
-1,707
-15% -$231K 0.61% 40
2025
Q2 		$1.28M Buy
11,076
+12
+0.1% +$1.2K 0.61% 41
2025
Q1 		$1.06M Buy
11,064
+239
+2% +$26K 0.67% 36
2024
Q4 		$1.15M Buy
10,825
+774
+8% +$75.3K 0.75% 32
2024
Q3 		$805K Sell
10,051
-1,512
-13% -$104K 0.59% 35
2024
Q2 		$764K Sell
11,563
-3,772
-25% -$250K 0.58% 32
2024
Q1 		$1.18M Buy
15,335
+399
+3% +$31.5K 1.02% 25
2023
Q4 		$1.16M Buy
+14,936
New +$954K 1.12% 23

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
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

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

StoneCrest Wealth Management sold out of Shopify (SHOP) in Q2 2026, closing a stake of 9,326 shares — an estimated $1.11M sold.

StoneCrest Wealth Management first reported a position in SHOP in Q4 2023 and held it in 10 quarters. The position peaked at $1.55M in Q4 2025. 313 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • StoneCrest Wealth Management reported no remaining Shopify position as of Q2 2026 after selling out during the quarter.
  • StoneCrest Wealth Management sold 9,326 Shopify shares in Q2 2026, an estimated $1.11M.
  • StoneCrest Wealth Management first reported a position in Shopify in Q4 2023 and held it in 10 quarters.
  • StoneCrest Wealth Management's Shopify position peaked at $1.55M in Q4 2025.
  • 313 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on StoneCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.