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Wealth Enhancement Trust Services’s Shopify SHOP Stock Holding History

Wealth Enhancement Trust 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 		$135K Hold
1,180
– – 0.02% 329
2026
Q1 		$140K Buy
+1,180
New +$155K 0.02% 312

Other funds holding SHOP

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Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Wealth Enhancement Trust Services held its Shopify (SHOP) position steady in Q2 2026 at 1,180 shares worth $135K. The position accounts for 0.02% of the portfolio, ranked #329.

Wealth Enhancement Trust Services first reported a position in SHOP in Q1 2026 and has held it in 2 quarters since. The position peaked at $140K in Q1 2026. 1,287 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Wealth Enhancement Trust Services held 1,180 shares of Shopify worth $135K as of Q2 2026.
  • Wealth Enhancement Trust Services left its Shopify share count unchanged in Q2 2026.
  • Shopify made up 0.02% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #329 holding.
  • Wealth Enhancement Trust Services first reported a position in Shopify in Q1 2026 and has held it in 2 quarters since.
  • Wealth Enhancement Trust Services's Shopify position peaked at $140K in Q1 2026.
  • 1,287 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

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