WPC
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Wedmont Private Capital’s Shopify SHOP Stock Holding History

Wedmont Private Capital’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 		$458K Sell
3,734
-1,165
-24% -$133K 0.01% 580
2026
Q1 		$588K Buy
4,899
+1,845
+60% +$242K 0.02% 444
2025
Q4 		$509K Buy
3,054
+475
+18% +$76.3K 0.02% 463
2025
Q3 		$416K Buy
2,579
+483
+23% +$65.5K 0.02% 518
2025
Q2 		$240K Sell
2,096
-677
-24% -$67.7K 0.01% 660
2025
Q1 		$232K Sell
2,773
-532
-16% -$58K 0.01% 597
2024
Q4 		$343K Sell
3,305
-22
-0.7% -$2.14K 0.02% 501
2024
Q3 		$269K Buy
+3,327
New +$230K 0.02% 544
2024
Q2 		– Sell
-2,833
Closed -$212K – 667
2024
Q1 		$212K Sell
2,833
-1,283
-31% -$101K 0.02% 558
2023
Q4 		$320K Buy
+4,116
New +$263K 0.03% 409

Other funds holding SHOP

BIM
Barton Investment Management West Conshohocken, Pennsylvania $738M AUM 7.58% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Wedmont Private Capital's SHOP Position: Q2 2026 in Review

Wedmont Private Capital reduced its Shopify (SHOP) stake by 24% in Q2 2026, selling an estimated $133K and leaving 3,734 shares worth $458K. The position accounts for 0.01% of the portfolio, ranked #580.

Wedmont Private Capital first reported a position in SHOP in Q4 2023 and has held it in 10 quarters since. The position peaked at $588K in Q1 2026. 493 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Wedmont Private Capital held 3,734 shares of Shopify worth $458K as of Q2 2026.
  • Wedmont Private Capital sold 1,165 Shopify shares in Q2 2026, an estimated $133K.
  • Shopify made up 0.01% of Wedmont Private Capital's portfolio in Q2 2026, its #580 holding.
  • Wedmont Private Capital first reported a position in Shopify in Q4 2023 and has held it in 10 quarters since.
  • Wedmont Private Capital's Shopify position peaked at $588K in Q1 2026.
  • 493 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.