Wealth Management Partners’s Shopify SHOP Stock Holding History

Wealth Management Partners’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	$1.09M	Sell	9,585 -600	-6%	-$68.5K	0.26%	76
2026 Q1	$1.21M	Buy	10,185 +133	+1%	+$17.5K	0.35%	64
2025 Q4	$1.62M	Sell	10,052 -63	-0.6%	-$10.1K	0.46%	47
2025 Q3	$1.5M	Sell	10,115 -182	-2%	-$24.7K	0.48%	46
2025 Q2	$1.2M	Buy	10,297 +18	+0.2%	+$1.8K	0.42%	52
2025 Q1	$994K	Sell	10,279 -305	-3%	-$33.2K	0.46%	53
2024 Q4	$1.13M	Sell	10,584 -70	-0.7%	-$6.81K	0.49%	47
2024 Q3	$854K	Buy	+10,654	New	+$736K	0.4%	54
2024 Q2	–	Sell	-14,602	Closed	-$1.13M	–	120
2024 Q1	$1.13M	Buy	14,602 +680	+5%	+$53.7K	0.57%	40
2023 Q4	$1.08M	Buy	13,922 +126	+0.9%	+$8.05K	0.6%	38
2023 Q3	$753K	Buy	13,796 +780	+6%	+$47.3K	0.47%	45
2023 Q2	$841K	Buy	13,016 +939	+8%	+$53.1K	0.53%	43
2023 Q1	$579K	Buy	+12,077	New	+$531K	0.4%	54
2022 Q2	–	Sell	-10,000	Closed	-$495K	–	119
2022 Q1	$495K	Buy	+10,000	New	+$821K	0.35%	58
2021 Q1	–	Sell	-4,710	Closed	-$546K	–	131
2020 Q4	$546K	Buy	+4,710	New	+$494K	0.43%	56

Other funds holding SHOP

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

Wealth Management Partners reduced its Shopify (SHOP) stake by 5.9% in Q2 2026, selling an estimated $68.5K and leaving 9,585 shares worth $1.09M. The position accounts for 0.26% of the portfolio, ranked #76.

Wealth Management Partners first reported a position in SHOP in Q4 2020 and has held it in 15 quarters since. The position peaked at $1.62M in Q4 2025. 1,711 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

Wealth Management Partners held 9,585 shares of Shopify worth $1.09M as of Q2 2026.
Wealth Management Partners sold 600 Shopify shares in Q2 2026, an estimated $68.5K.
Shopify made up 0.26% of Wealth Management Partners's portfolio in Q2 2026, its #76 holding.
Wealth Management Partners first reported a position in Shopify in Q4 2020 and has held it in 15 quarters since.
Wealth Management Partners's Shopify position peaked at $1.62M in Q4 2025.
1,711 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Wealth Management Partners's 13F filing for Q2 2026, filed 22 Jul 2026.