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Toth Financial Advisory’s Shopify SHOP Stock Holding History

Toth Financial Advisory’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 		$302K Buy
2,643
+9
+0.3% +$1.03K 0.03% 207
2026
Q1 		$312K Sell
2,634
-2,191
-45% -$288K 0.03% 186
2025
Q4 		$777K Sell
4,825
-240
-5% -$38.5K 0.08% 147
2025
Q3 		$753K Buy
5,065
+504
+11% +$68.3K 0.08% 147
2025
Q2 		$526K Sell
4,561
-4,214
-48% -$421K 0.06% 156
2025
Q1 		$838K Buy
8,775
+2,623
+43% +$286K 0.1% 134
2024
Q4 		$654K Buy
6,152
+17
+0.3% +$1.65K 0.08% 145
2024
Q3 		$492K Buy
6,135
+4,845
+376% +$335K 0.06% 160
2024
Q2 		$85.2K Buy
1,290
+60
+5% +$3.98K 0.01% 250
2024
Q1 		$94.9K Sell
1,230
-20
-2% -$1.58K 0.01% 244
2023
Q4 		$97.4K Sell
1,250
-128
-9% -$8.17K 0.01% 240
2023
Q3 		$75.2K Sell
1,378
-4,123
-75% -$250K 0.01% 237
2023
Q2 		$355K Buy
5,501
+4,221
+330% +$239K 0.05% 161
2023
Q1 		$61.4K Buy
1,280
+100
+8% +$4.4K 0.01% 256
2022
Q4 		$41K Sell
1,180
-195
-14% -$6.66K 0.01% 297
2022
Q3 		$37K Buy
1,375
+45
+3% +$1.53K 0.01% 306
2022
Q2 		$42K Hold
1,330
– – 0.01% 289
2022
Q1 		$90K Hold
1,330
– – 0.01% 235
2021
Q4 		$183K Hold
1,330
– – 0.02% 204
2021
Q3 		$180K Sell
1,330
-50
-4% -$7.49K 0.03% 201
2021
Q2 		$202K Hold
1,380
– – 0.03% 176
2021
Q1 		$153K Buy
1,380
+80
+6% +$9.67K 0.02% 207
2020
Q4 		$147K Buy
1,300
+20
+2% +$2.1K 0.03% 196
2020
Q3 		$131K Buy
1,280
+30
+2% +$2.98K 0.03% 198
2020
Q2 		$119K Buy
1,250
+1,000
+400% +$69.4K 0.03% 185
2020
Q1 		$10K Buy
+250
New +$11.3K ﹤0.01% 282
2019
Q4 		– Sell
-1,000
Closed -$31K – 520
2019
Q3 		$31K Hold
1,000
– – 0.01% 247
2019
Q2 		$30K Hold
1,000
– – 0.01% 246
2019
Q1 		$21K Hold
1,000
– – ﹤0.01% 262
2018
Q4 		$14K Hold
1,000
– – ﹤0.01% 265
2018
Q3 		$16K Buy
+1,000
New +$15.2K ﹤0.01% 284

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

Toth Financial Advisory's SHOP Position: Q2 2026 in Review

Toth Financial Advisory increased its Shopify (SHOP) stake by 0.34% in Q2 2026, buying an estimated $1.03K and bringing the position to 2,643 shares worth $302K. The position accounts for 0.03% of the portfolio, ranked #207.

Toth Financial Advisory first reported a position in SHOP in Q3 2018 and has held it in 31 quarters since. The position peaked at $838K in Q1 2025. 493 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Toth Financial Advisory held 2,643 shares of Shopify worth $302K as of Q2 2026.
  • Toth Financial Advisory bought 9 Shopify shares in Q2 2026, an estimated $1.03K.
  • Shopify made up 0.03% of Toth Financial Advisory's portfolio in Q2 2026, its #207 holding.
  • Toth Financial Advisory first reported a position in Shopify in Q3 2018 and has held it in 31 quarters since.
  • Toth Financial Advisory's Shopify position peaked at $838K in Q1 2025.
  • 493 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.