Wealth Enhancement Advisory Services
SHOP icon

Wealth Enhancement Advisory Services’s Shopify SHOP Stock Holding History

Wealth Enhancement Advisory Services’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 		$11.4M Buy
164,440
+1,687
+1% +$193K 0.02% 620
2026
Q1 		$11.1M Buy
162,753
+16,597
+11% +$2.18M 0.02% 553
2025
Q4 		$24.8M Sell
146,156
-947
-0.6% -$152K 0.03% 417
2025
Q3 		$23.7M Sell
147,103
-10,310
-7% -$1.4M 0.04% 413
2025
Q2 		$18.3M Buy
157,413
+3,140
+2% +$314K 0.03% 445
2025
Q1 		$14.7M Sell
154,273
-3,201
-2% -$349K 0.03% 487
2024
Q4 		$16.7M Buy
157,474
+504
+0.3% +$49K 0.03% 413
2024
Q3 		$12.6M Sell
156,970
-5,549
-3% -$383K 0.03% 457
2024
Q2 		$10.7M Sell
162,519
-7,659
-5% -$508K 0.03% 469
2024
Q1 		$13.1M Buy
170,178
+63,648
+60% +$5.03M 0.03% 402
2023
Q4 		$8.3M Buy
106,530
+2,832
+3% +$181K 0.02% 480
2023
Q3 		$5.66M Buy
103,698
+97,468
+1,564% +$5.91M 0.02% 550
2023
Q2 		$402K Buy
+6,230
New +$352K ﹤0.01% 381

Other funds holding SHOP

BIM
Barton Investment Management West Conshohocken, Pennsylvania $738M AUM 7.58% 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
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Wealth Enhancement Advisory Services's SHOP Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Shopify (SHOP) stake by 1% in Q2 2026, buying an estimated $193K and bringing the position to 164,440 shares worth $11.4M. The position accounts for 0.02% of the portfolio, ranked #620.

Wealth Enhancement Advisory Services first reported a position in SHOP in Q2 2023 and has held it in 13 quarters since. The position peaked at $24.8M in Q4 2025. 299 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Wealth Enhancement Advisory Services held 164,440 shares of Shopify worth $11.4M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 1,687 Shopify shares in Q2 2026, an estimated $193K.
  • Shopify made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #620 holding.
  • Wealth Enhancement Advisory Services first reported a position in Shopify in Q2 2023 and has held it in 13 quarters since.
  • Wealth Enhancement Advisory Services's Shopify position peaked at $24.8M in Q4 2025.
  • 299 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.