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Wealth Management Associates’s Shopify SHOP Stock Holding History

Wealth Management Associates’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 		– Sell
-1,697
Closed -$201K – 265
2026
Q1 		$201K Sell
1,697
-60
-3% -$7.88K 0.07% 227
2025
Q4 		$283K Buy
1,757
+35
+2% +$5.62K 0.1% 186
2025
Q3 		$256K Buy
+1,722
New +$233K 0.09% 192
2022
Q2 		– Sell
-5,560
Closed -$376K – 193
2022
Q1 		$376K Buy
+5,560
New +$457K 0.21% 121

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

Wealth Management Associates's SHOP Position: Q2 2026 in Review

Wealth Management Associates sold out of Shopify (SHOP) in Q2 2026, closing a stake of 1,697 shares — an estimated $201K sold.

Wealth Management Associates first reported a position in SHOP in Q1 2022 and held it in 4 quarters. The position peaked at $376K in Q1 2022. 1,711 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Wealth Management Associates reported no remaining Shopify position as of Q2 2026 after selling out during the quarter.
  • Wealth Management Associates sold 1,697 Shopify shares in Q2 2026, an estimated $201K.
  • Wealth Management Associates first reported a position in Shopify in Q1 2022 and held it in 4 quarters.
  • Wealth Management Associates's Shopify position peaked at $376K in Q1 2022.
  • 1,711 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Wealth Management Associates's 13F filing for Q2 2026, filed 21 Jul 2026.