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RAFFA WEALTH MANAGEMENT, LLC’s Shopify SHOP Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		$9.82K Buy
86
+13
+18% +$1.48K ﹤0.01% 433
2026
Q1 		$8.66K Hold
73
– – ﹤0.01% 426
2025
Q4 		$11.8K Buy
73
+29
+66% +$4.66K ﹤0.01% 352
2025
Q3 		$6.54K Sell
44
-17
-28% -$2.31K ﹤0.01% 437
2025
Q2 		$7.04K Buy
61
+37
+154% +$3.7K ﹤0.01% 450
2025
Q1 		$2.29K Sell
24
-4
-14% -$436 ﹤0.01% 590
2024
Q4 		$2.98K Buy
28
+8
+40% +$778 ﹤0.01% 566
2024
Q3 		$1.6K Sell
20
-150
-88% -$10.4K ﹤0.01% 699
2024
Q2 		$11.2K Buy
170
+150
+750% +$9.95K ﹤0.01% 425
2024
Q1 		$1.54K Hold
20
– – ﹤0.01% 773
2023
Q4 		$1.56K Hold
20
– – ﹤0.01% 692
2023
Q3 		$1.09K Hold
20
– – ﹤0.01% 756
2023
Q2 		$1.29K Hold
20
– – ﹤0.01% 729
2023
Q1 		$959 Hold
20
– – ﹤0.01% 805
2022
Q4 		$694 Hold
20
– – ﹤0.01% 880
2022
Q3 		$539 Hold
20
– – ﹤0.01% 1018
2022
Q2 		$625 Hold
20
– – ﹤0.01% 961
2022
Q1 		$1.35K Hold
20
– – ﹤0.01% 755
2021
Q4 		$2.75K Hold
20
– – ﹤0.01% 568
2021
Q3 		$2.71K Hold
20
– – ﹤0.01% 524
2021
Q2 		$2.92K Sell
20
-260
-93% -$32K ﹤0.01% 510
2021
Q1 		$29.5K Buy
280
+20
+8% +$2.42K 0.01% 168
2020
Q4 		$29.4K Sell
260
-10
-4% -$1.05K 0.01% 159
2020
Q3 		$27.6K Sell
270
-40
-13% -$3.98K 0.01% 157
2020
Q2 		$29.4K Sell
310
-80
-21% -$5.55K 0.01% 147
2020
Q1 		$16.3K Buy
+390
New +$17.6K 0.01% 165

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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's SHOP Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its Shopify (SHOP) stake by 18% in Q2 2026, buying an estimated $1.48K and bringing the position to 86 shares worth $9.82K. The position accounts for ﹤0.01% of the portfolio, ranked #433.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in SHOP in Q1 2020 and has held it in 26 quarters since. The position peaked at $29.5K in Q1 2021. 591 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 86 shares of Shopify worth $9.82K as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC bought 13 Shopify shares in Q2 2026, an estimated $1.48K.
  • Shopify made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #433 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Shopify in Q1 2020 and has held it in 26 quarters since.
  • RAFFA WEALTH MANAGEMENT, LLC's Shopify position peaked at $29.5K in Q1 2021.
  • 591 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.