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Vertrix Wealth Management’s Shopify SHOP Stock Holding History

Vertrix 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 		$285K Buy
2,495
+13
+0.5% +$1.48K 0.1% 93
2026
Q1 		$294K Buy
+2,482
New +$326K 0.11% 85

Other funds holding SHOP

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Vertrix Wealth Management's SHOP Position: Q2 2026 in Review

Vertrix Wealth Management increased its Shopify (SHOP) stake by 0.52% in Q2 2026, buying an estimated $1.48K and bringing the position to 2,495 shares worth $285K. The position accounts for 0.1% of the portfolio, ranked #93.

Vertrix Wealth Management first reported a position in SHOP in Q1 2026 and has held it in 2 quarters since. The position peaked at $294K in Q1 2026. 1,701 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Vertrix Wealth Management held 2,495 shares of Shopify worth $285K as of Q2 2026.
  • Vertrix Wealth Management bought 13 Shopify shares in Q2 2026, an estimated $1.48K.
  • Shopify made up 0.1% of Vertrix Wealth Management's portfolio in Q2 2026, its #93 holding.
  • Vertrix Wealth Management first reported a position in Shopify in Q1 2026 and has held it in 2 quarters since.
  • Vertrix Wealth Management's Shopify position peaked at $294K in Q1 2026.
  • 1,701 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Vertrix Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.