VAG
SHOP icon

VisionPoint Advisory Group’s Shopify SHOP Stock Holding History

VisionPoint Advisory Group’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 		$358K Buy
3,132
+21
+0.7% +$2.4K 0.06% 319
2026
Q1 		$369K Buy
3,111
+230
+8% +$30.2K 0.07% 279
2025
Q4 		$464K Sell
2,881
-31
-1% -$4.98K 0.09% 221
2025
Q3 		$433K Buy
2,912
+167
+6% +$22.6K 0.09% 226
2025
Q2 		$317K Buy
+2,745
New +$275K 0.07% 260
2025
Q1 		– Sell
-1,150
Closed -$124K – 291
2024
Q4 		$124K Buy
+1,150
New +$112K 0.04% 220
2024
Q3 		– Sell
-742
Closed -$49K – 677
2024
Q2 		$49K Buy
+742
New +$49.2K 0.02% 270

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

VisionPoint Advisory Group's SHOP Position: Q2 2026 in Review

VisionPoint Advisory Group increased its Shopify (SHOP) stake by 0.68% in Q2 2026, buying an estimated $2.4K and bringing the position to 3,132 shares worth $358K. The position accounts for 0.06% of the portfolio, ranked #319.

VisionPoint Advisory Group first reported a position in SHOP in Q2 2024 and has held it in 7 quarters since. The position peaked at $464K in Q4 2025. 493 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • VisionPoint Advisory Group held 3,132 shares of Shopify worth $358K as of Q2 2026.
  • VisionPoint Advisory Group bought 21 Shopify shares in Q2 2026, an estimated $2.4K.
  • Shopify made up 0.06% of VisionPoint Advisory Group's portfolio in Q2 2026, its #319 holding.
  • VisionPoint Advisory Group first reported a position in Shopify in Q2 2024 and has held it in 7 quarters since.
  • VisionPoint Advisory Group's Shopify position peaked at $464K in Q4 2025.
  • 493 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.