WA
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Wealth Architects’s Shopify SHOP Stock Holding History

Wealth Architects’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 		$306K Buy
2,683
+3
+0.1% +$342 0.02% 193
2026
Q1 		$318K Buy
2,680
+13
+0.5% +$1.71K 0.03% 173
2025
Q4 		$429K Sell
2,667
-15
-0.6% -$2.41K 0.04% 149
2025
Q3 		$399K Sell
2,682
-1,023
-28% -$139K 0.04% 153
2025
Q2 		$427K Buy
3,705
+12
+0.3% +$1.2K 0.04% 148
2025
Q1 		$353K Sell
3,693
-913
-20% -$99.5K 0.04% 164
2024
Q4 		$490K Sell
4,606
-13
-0.3% -$1.26K 0.06% 123
2024
Q3 		$370K Buy
4,619
+14
+0.3% +$967 0.04% 145
2024
Q2 		$304K Sell
4,605
-1,794
-28% -$119K 0.04% 163
2024
Q1 		$494K Hold
6,399
– – 0.07% 119
2023
Q4 		$498K Buy
6,399
+8
+0.1% +$511 0.07% 110
2023
Q3 		$349K Sell
6,391
-32
-0.5% -$1.94K 0.06% 135
2023
Q2 		$415K Sell
6,423
-3,277
-34% -$185K 0.07% 128
2023
Q1 		$465K Buy
9,700
+10
+0.1% +$440 0.08% 111
2022
Q4 		$336K Sell
9,690
-122
-1% -$4.17K 0.06% 126
2022
Q3 		$264K Sell
9,812
-38
-0.4% -$1.29K 0.06% 137
2022
Q2 		$308K Buy
+9,850
New +$421K 0.06% 135
2022
Q1 		– Sell
-1,940
Closed -$267K – 215
2021
Q4 		$267K Sell
1,940
-260
-12% -$38K 0.05% 159
2021
Q3 		$298K Buy
2,200
+10
+0.5% +$1.5K 0.06% 139
2021
Q2 		$320K Buy
2,190
+40
+2% +$4.93K 0.06% 128
2021
Q1 		$238K Buy
2,150
+100
+5% +$12.1K 0.05% 143
2020
Q4 		$232K Sell
2,050
-770
-27% -$80.8K 0.05% 137
2020
Q3 		$288K Buy
2,820
+510
+22% +$50.7K 0.08% 110
2020
Q2 		$219K Buy
+2,310
New +$160K 0.06% 123
2020
Q1 		– Sell
-5,500
Closed -$219K – 144
2019
Q4 		$219K Buy
+5,500
New +$186K 0.06% 124

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

Wealth Architects's SHOP Position: Q2 2026 in Review

Wealth Architects increased its Shopify (SHOP) stake by 0.11% in Q2 2026, buying an estimated $342 and bringing the position to 2,683 shares worth $306K. The position accounts for 0.02% of the portfolio, ranked #193.

Wealth Architects first reported a position in SHOP in Q4 2019 and has held it in 25 quarters since. The position peaked at $498K in Q4 2023. 493 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Wealth Architects held 2,683 shares of Shopify worth $306K as of Q2 2026.
  • Wealth Architects bought 3 Shopify shares in Q2 2026, an estimated $342.
  • Shopify made up 0.02% of Wealth Architects's portfolio in Q2 2026, its #193 holding.
  • Wealth Architects first reported a position in Shopify in Q4 2019 and has held it in 25 quarters since.
  • Wealth Architects's Shopify position peaked at $498K in Q4 2023.
  • 493 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Wealth Architects's 13F filing for Q2 2026, filed 23 Jul 2026.