WT Wealth Management’s Shopify SHOP Stock Holding History

WT 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	–	Sell	-14,074	Closed	-$1.67M	–	147
2026 Q1	$1.67M	Buy	+14,074	New	+$1.85M	0.5%	60
2024 Q2	–	Sell	-2,984	Closed	-$230K	–	129
2024 Q1	$230K	Sell	2,984 -35	-1%	-$2.77K	0.08%	100
2023 Q4	$235K	Buy	+3,019	New	+$193K	0.09%	97
2022 Q1	–	Sell	-1,600	Closed	-$220K	–	124
2021 Q4	$220K	Sell	1,600 -70	-4%	-$10.2K	0.08%	119
2021 Q3	$226K	Buy	+1,670	New	+$250K	0.09%	114

Other funds holding SHOP

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

WT Wealth Management sold out of Shopify (SHOP) in Q2 2026, closing a stake of 14,074 shares — an estimated $1.67M sold.

WT Wealth Management first reported a position in SHOP in Q3 2021 and held it in 5 quarters. The position peaked at $1.67M in Q1 2026. 1,705 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

WT Wealth Management reported no remaining Shopify position as of Q2 2026 after selling out during the quarter.
WT Wealth Management sold 14,074 Shopify shares in Q2 2026, an estimated $1.67M.
WT Wealth Management first reported a position in Shopify in Q3 2021 and held it in 5 quarters.
WT Wealth Management's Shopify position peaked at $1.67M in Q1 2026.
1,705 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on WT Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.