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Wellspring Financial Advisors’s Shopify SHOP Stock Holding History

Wellspring Financial Advisors’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
-1,766
Closed -$209K – 305
2026
Q1 		$209K Sell
1,766
-17
-1% -$2.23K 0.02% 261
2025
Q4 		$287K Buy
1,783
+47
+3% +$7.55K 0.02% 205
2025
Q3 		$258K Sell
1,736
-62
-3% -$8.41K 0.02% 134
2025
Q2 		$207K Buy
+1,798
New +$180K 0.02% 163
2025
Q1 		– Sell
-1,888
Closed -$201K – 148
2024
Q4 		$201K Buy
+1,888
New +$184K 0.02% 134
2022
Q1 		– Sell
-1,580
Closed -$218K – 136
2021
Q4 		$218K Sell
1,580
-10
-0.6% -$1.46K 0.06% 95
2021
Q3 		$216K Buy
1,590
+190
+14% +$28.5K 0.07% 92
2021
Q2 		$205K Buy
+1,400
New +$173K 0.06% 88

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

Wellspring Financial Advisors's SHOP Position: Q2 2026 in Review

Wellspring Financial Advisors sold out of Shopify (SHOP) in Q2 2026, closing a stake of 1,766 shares — an estimated $209K sold.

Wellspring Financial Advisors first reported a position in SHOP in Q2 2021 and held it in 8 quarters. The position peaked at $287K in Q4 2025. 444 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Wellspring Financial Advisors reported no remaining Shopify position as of Q2 2026 after selling out during the quarter.
  • Wellspring Financial Advisors sold 1,766 Shopify shares in Q2 2026, an estimated $209K.
  • Wellspring Financial Advisors first reported a position in Shopify in Q2 2021 and held it in 8 quarters.
  • Wellspring Financial Advisors's Shopify position peaked at $287K in Q4 2025.
  • 444 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.