Strategic Investment Solutions’s Shopify SHOP Stock Holding History

Strategic Investment Solutions’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	$97.5K	Buy	854 +4	+0.5%	+$456	0.02%	211
2026 Q1	$101K	Buy	850 +350	+70%	+$46K	0.02%	199
2025 Q4	$80.5K	Buy	+500	New	+$80.3K	0.02%	204
2025 Q1	–	Sell	-435	Closed	-$33.9K	–	674
2024 Q4	$33.9K	Buy	+435	New	+$42.3K	0.01%	256
2023 Q4	$33.9K	Buy	+435	New	+$27.8K	0.01%	564

Other funds holding SHOP

BIM

Barton Investment Management West Conshohocken, Pennsylvania $738M AUM 7.58% 1-Year Est. Return

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

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 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

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

Strategic Investment Solutions's SHOP Position: Q2 2026 in Review

Strategic Investment Solutions increased its Shopify (SHOP) stake by 0.47% in Q2 2026, buying an estimated $456 and bringing the position to 854 shares worth $97.5K. The position accounts for 0.02% of the portfolio, ranked #211.

Strategic Investment Solutions first reported a position in SHOP in Q4 2023 and has held it in 5 quarters since. The position peaked at $101K in Q1 2026. 493 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

Strategic Investment Solutions held 854 shares of Shopify worth $97.5K as of Q2 2026.
Strategic Investment Solutions bought 4 Shopify shares in Q2 2026, an estimated $456.
Shopify made up 0.02% of Strategic Investment Solutions's portfolio in Q2 2026, its #211 holding.
Strategic Investment Solutions first reported a position in Shopify in Q4 2023 and has held it in 5 quarters since.
Strategic Investment Solutions's Shopify position peaked at $101K in Q1 2026.
493 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.