TCWM
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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

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

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. 493 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.
  • 493 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.