WWA
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WCG Wealth Advisors’s Shopify SHOP Stock Holding History

WCG Wealth Advisors’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 		$6.67M Sell
58,459
-10,924
-16% -$1.25M 0.16% 131
2026
Q1 		$8.23M Sell
69,383
-1,766
-2% -$232K 0.23% 107
2025
Q4 		$11.5M Buy
71,149
+48,657
+216% +$7.81M 0.32% 78
2025
Q3 		$3.34M Buy
+22,492
New +$3.05M 0.21% 106

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

WCG Wealth Advisors's SHOP Position: Q2 2026 in Review

WCG Wealth Advisors reduced its Shopify (SHOP) stake by 16% in Q2 2026, selling an estimated $1.25M and leaving 58,459 shares worth $6.67M. The position accounts for 0.16% of the portfolio, ranked #131.

WCG Wealth Advisors first reported a position in SHOP in Q3 2025 and has held it in 4 quarters since. The position peaked at $11.5M in Q4 2025. 1,718 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • WCG Wealth Advisors held 58,459 shares of Shopify worth $6.67M as of Q2 2026.
  • WCG Wealth Advisors sold 10,924 Shopify shares in Q2 2026, an estimated $1.25M.
  • Shopify made up 0.16% of WCG Wealth Advisors's portfolio in Q2 2026, its #131 holding.
  • WCG Wealth Advisors first reported a position in Shopify in Q3 2025 and has held it in 4 quarters since.
  • WCG Wealth Advisors's Shopify position peaked at $11.5M in Q4 2025.
  • 1,718 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.