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Wealthcare Advisory Partners’s Shopify SHOP Stock Holding History

Wealthcare Advisory 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 		$599K Sell
5,244
-447
-8% -$51K 0.01% 662
2026
Q1 		$675K Buy
5,691
+1,014
+22% +$133K 0.01% 613
2025
Q4 		$753K Buy
4,677
+391
+9% +$62.8K 0.01% 581
2025
Q3 		$637K Sell
4,286
-706
-14% -$95.7K 0.01% 607
2025
Q2 		$576K Buy
4,992
+1,233
+33% +$123K 0.01% 609
2025
Q1 		$359K Sell
3,759
-502
-12% -$54.7K 0.01% 678
2024
Q4 		$453K Sell
4,261
-9
-0.2% -$875 0.01% 594
2024
Q3 		$342K Sell
4,270
-661
-13% -$45.7K 0.01% 673
2024
Q2 		$326K Buy
4,931
+591
+14% +$39.2K 0.01% 650
2024
Q1 		$335K Buy
4,340
+219
+5% +$17.3K 0.01% 635
2023
Q4 		$321K Buy
4,121
+341
+9% +$21.8K 0.01% 591
2023
Q3 		$206K Sell
3,780
-219
-5% -$13.3K 0.01% 650
2023
Q2 		$258K Sell
3,999
-345
-8% -$19.5K 0.01% 611
2023
Q1 		$208K Buy
+4,344
New +$191K 0.01% 678
2022
Q2 		– Sell
-3,910
Closed -$264K – 612
2022
Q1 		$264K Buy
3,910
+850
+28% +$69.8K 0.02% 454
2021
Q4 		$421K Buy
3,060
+370
+14% +$54.1K 0.03% 351
2021
Q3 		$365K Buy
2,690
+100
+4% +$15K 0.02% 370
2021
Q2 		$378K Buy
2,590
+50
+2% +$6.16K 0.03% 369
2021
Q1 		$281K Sell
2,540
-150
-6% -$18.1K 0.02% 409
2020
Q4 		$304K Sell
2,690
-110
-4% -$11.5K 0.03% 319
2020
Q3 		$286K Sell
2,800
-200
-7% -$19.9K 0.03% 278
2020
Q2 		$285K Buy
3,000
+430
+17% +$29.8K 0.04% 248
2020
Q1 		$107K Buy
2,570
+370
+17% +$16.7K 0.02% 364
2019
Q4 		$87K Buy
2,200
+150
+7% +$5.07K 0.01% 427
2019
Q3 		$64K Buy
2,050
+1,850
+925% +$63.3K 0.01% 482
2019
Q2 		$6K Hold
200
– – ﹤0.01% 1026
2019
Q1 		$4K Sell
200
-520
-72% -$9.18K ﹤0.01% 1012
2018
Q4 		$10K Buy
+720
New +$10.1K ﹤0.01% 791

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

Wealthcare Advisory Partners's SHOP Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Shopify (SHOP) stake by 7.9% in Q2 2026, selling an estimated $51K and leaving 5,244 shares worth $599K. The position accounts for 0.01% of the portfolio, ranked #662.

Wealthcare Advisory Partners first reported a position in SHOP in Q4 2018 and has held it in 28 quarters since. The position peaked at $753K in Q4 2025. 367 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Wealthcare Advisory Partners held 5,244 shares of Shopify worth $599K as of Q2 2026.
  • Wealthcare Advisory Partners sold 447 Shopify shares in Q2 2026, an estimated $51K.
  • Shopify made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #662 holding.
  • Wealthcare Advisory Partners first reported a position in Shopify in Q4 2018 and has held it in 28 quarters since.
  • Wealthcare Advisory Partners's Shopify position peaked at $753K in Q4 2025.
  • 367 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.