WAG
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Wilkerson Advisory Group’s Shopify SHOP Stock Holding History

Wilkerson Advisory Group’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 		$120K Sell
1,050
-240
-19% -$27.4K 0.04% 148
2026
Q1 		$153K Sell
1,290
-496
-28% -$65.2K 0.05% 118
2025
Q4 		$287K Buy
+1,786
New +$287K 0.1% 91

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

Wilkerson Advisory Group's SHOP Position: Q2 2026 in Review

Wilkerson Advisory Group reduced its Shopify (SHOP) stake by 19% in Q2 2026, selling an estimated $27.4K and leaving 1,050 shares worth $120K. The position accounts for 0.04% of the portfolio, ranked #148.

Wilkerson Advisory Group first reported a position in SHOP in Q4 2025 and has held it in 3 quarters since. The position peaked at $287K in Q4 2025. 1,706 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Wilkerson Advisory Group held 1,050 shares of Shopify worth $120K as of Q2 2026.
  • Wilkerson Advisory Group sold 240 Shopify shares in Q2 2026, an estimated $27.4K.
  • Shopify made up 0.04% of Wilkerson Advisory Group's portfolio in Q2 2026, its #148 holding.
  • Wilkerson Advisory Group first reported a position in Shopify in Q4 2025 and has held it in 3 quarters since.
  • Wilkerson Advisory Group's Shopify position peaked at $287K in Q4 2025.
  • 1,706 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.