TWD
SHOP icon

True Wealth Design’s Shopify SHOP Stock Holding History

True Wealth Design’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 		$3.43K Sell
30
-78
-72% -$8.9K ﹤0.01% 1486
2026
Q1 		$12.8K Buy
108
+28
+35% +$3.68K ﹤0.01% 892
2025
Q4 		$12.9K Buy
80
+18
+29% +$2.89K ﹤0.01% 766
2025
Q3 		$9.21K Buy
62
+46
+288% +$6.24K ﹤0.01% 864
2025
Q2 		$1.85K Sell
16
-1
-6% -$100 ﹤0.01% 1213
2025
Q1 		$1.62K Sell
17
-1
-6% -$109 ﹤0.01% 1084
2024
Q4 		$1.91K Buy
18
+4
+29% +$389 ﹤0.01% 749
2024
Q3 		$1.12K Hold
14
– – ﹤0.01% 946
2024
Q2 		$925 Buy
14
+2
+17% +$133 ﹤0.01% 526
2024
Q1 		$927 Buy
12
+6
+100% +$474 ﹤0.01% 489
2023
Q4 		$468 Hold
6
– – ﹤0.01% 485
2023
Q3 		$328 Hold
6
– – ﹤0.01% 539
2023
Q2 		$388 Buy
6
+1
+20% +$57 ﹤0.01% 509
2023
Q1 		$240 Hold
5
– – ﹤0.01% 699
2022
Q4 		$174 Buy
+5
New +$171 ﹤0.01% 683

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

True Wealth Design's SHOP Position: Q2 2026 in Review

True Wealth Design reduced its Shopify (SHOP) stake by 72% in Q2 2026, selling an estimated $8.9K and leaving 30 shares worth $3.43K. The position accounts for ﹤0.01% of the portfolio, ranked #1486.

True Wealth Design first reported a position in SHOP in Q4 2022 and has held it in 15 quarters since. The position peaked at $12.9K in Q4 2025. 493 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • True Wealth Design held 30 shares of Shopify worth $3.43K as of Q2 2026.
  • True Wealth Design sold 78 Shopify shares in Q2 2026, an estimated $8.9K.
  • Shopify made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1486 holding.
  • True Wealth Design first reported a position in Shopify in Q4 2022 and has held it in 15 quarters since.
  • True Wealth Design's Shopify position peaked at $12.9K in Q4 2025.
  • 493 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.