Total Clarity Wealth Management’s Shopify SHOP Stock Holding History

Total Clarity 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	$907K	Sell	7,944 -2,154	-21%	-$246K	0.18%	140
2026 Q1	$1.2M	Buy	10,098 +5,160	+104%	+$678K	0.28%	86
2025 Q4	$795K	Buy	4,938 +218	+5%	+$35K	0.19%	131
2025 Q3	$701K	Buy	4,720 +40	+0.9%	+$5.42K	0.19%	136
2025 Q2	$540K	Sell	4,680 -377	-7%	-$37.7K	0.15%	147
2025 Q1	$538K	Hold	5,057	–	–	0.18%	140
2024 Q4	$538K	Buy	5,057 +564	+13%	+$54.9K	0.17%	141
2024 Q3	$360K	Buy	4,493 +353	+9%	+$24.4K	0.12%	172
2024 Q2	$273K	Buy	4,140 +790	+24%	+$52.4K	0.09%	197
2024 Q1	$259K	Sell	3,350 -125	-4%	-$9.88K	0.09%	224
2023 Q4	$271K	Buy	+3,475	New	+$222K	0.11%	188
2022 Q3	–	Sell	-2,600	Closed	-$81K	–	841
2022 Q2	$81K	Buy	+2,600	New	+$111K	0.04%	342
2022 Q1	–	Sell	-2,110	Closed	-$291K	–	780
2021 Q4	$291K	Sell	2,110 -90	-4%	-$13.2K	0.13%	163
2021 Q3	$298K	Buy	2,200 +240	+12%	+$36K	0.14%	160
2021 Q2	$286K	Buy	1,960 +630	+47%	+$77.6K	0.16%	163
2021 Q1	$147K	Buy	+1,330	New	+$161K	0.08%	201
2020 Q1	–	Sell	-1,130	Closed	-$45K	–	522
2019 Q4	$45K	Buy	+1,130	New	+$38.2K	0.03%	281

Other funds holding SHOP

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Total Clarity Wealth Management's SHOP Position: Q2 2026 in Review

Total Clarity Wealth Management reduced its Shopify (SHOP) stake by 21% in Q2 2026, selling an estimated $246K and leaving 7,944 shares worth $907K. The position accounts for 0.18% of the portfolio, ranked #140.

Total Clarity Wealth Management first reported a position in SHOP in Q4 2019 and has held it in 17 quarters since. The position peaked at $1.2M in Q1 2026. 1,718 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

Total Clarity Wealth Management held 7,944 shares of Shopify worth $907K as of Q2 2026.
Total Clarity Wealth Management sold 2,154 Shopify shares in Q2 2026, an estimated $246K.
Shopify made up 0.18% of Total Clarity Wealth Management's portfolio in Q2 2026, its #140 holding.
Total Clarity Wealth Management first reported a position in Shopify in Q4 2019 and has held it in 17 quarters since.
Total Clarity Wealth Management's Shopify position peaked at $1.2M in Q1 2026.
1,718 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Total Clarity Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.