WWM
SHOP icon

Western Wealth Management’s Shopify SHOP Stock Holding History

Western Wealth Management’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 		$532K Sell
4,657
-2,088
-31% -$238K 0.02% 652
2026
Q1 		$800K Buy
6,745
+3,284
+95% +$432K 0.03% 508
2025
Q4 		$557K Buy
3,461
+723
+26% +$116K 0.03% 491
2025
Q3 		$407K Buy
2,738
+619
+29% +$83.9K 0.02% 497
2025
Q2 		$244K Sell
2,119
-80
-4% -$8K 0.01% 624
2025
Q1 		$210K Sell
2,199
-39
-2% -$4.25K 0.01% 641
2024
Q4 		$238K Buy
+2,238
New +$218K 0.02% 590
2024
Q2 		– Sell
-5,598
Closed -$432K – 677
2024
Q1 		$432K Sell
5,598
-406
-7% -$32.1K 0.03% 405
2023
Q4 		$468K Buy
+6,004
New +$383K 0.03% 435
2022
Q2 		– Sell
-5,090
Closed -$344K – 844
2022
Q1 		$344K Buy
5,090
+1,720
+51% +$141K 0.02% 629
2021
Q4 		$467K Buy
+3,370
New +$492K 0.05% 339
2021
Q2 		$325K Sell
2,250
-1,790
-44% -$221K 0.03% 473
2021
Q1 		$447K Buy
4,040
+1,690
+72% +$204K 0.06% 306
2020
Q4 		$266K Sell
2,350
-20
-0.8% -$2.1K 0.04% 377
2020
Q3 		$242K Sell
2,370
-320
-12% -$31.8K 0.04% 374
2020
Q2 		$255K Buy
+2,690
New +$187K 0.05% 343

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

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

Western Wealth Management reduced its Shopify (SHOP) stake by 31% in Q2 2026, selling an estimated $238K and leaving 4,657 shares worth $532K. The position accounts for 0.02% of the portfolio, ranked #652.

Western Wealth Management first reported a position in SHOP in Q2 2020 and has held it in 16 quarters since. The position peaked at $800K in Q1 2026. 1,705 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Western Wealth Management held 4,657 shares of Shopify worth $532K as of Q2 2026.
  • Western Wealth Management sold 2,088 Shopify shares in Q2 2026, an estimated $238K.
  • Shopify made up 0.02% of Western Wealth Management's portfolio in Q2 2026, its #652 holding.
  • Western Wealth Management first reported a position in Shopify in Q2 2020 and has held it in 16 quarters since.
  • Western Wealth Management's Shopify position peaked at $800K in Q1 2026.
  • 1,705 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.