YWS
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Yarger Wealth Strategies’s Shopify SHOP Stock Holding History

Yarger Wealth Strategies’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 Buy
4,345
+259
+6% +$29.6K 0.19% 82
2026
Q1 		$485K Buy
4,086
+419
+11% +$55.1K 0.2% 77
2025
Q4 		$590K Buy
3,667
+270
+8% +$43.4K 0.25% 63
2025
Q3 		$505K Buy
3,397
+12
+0.4% +$1.63K 0.23% 68
2025
Q2 		$390K Buy
3,385
+359
+12% +$35.9K 0.2% 75
2025
Q1 		$289K Buy
3,026
+84
+3% +$9.15K 0.17% 74
2024
Q4 		$313K Buy
+2,942
New +$286K 0.18% 67

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

Yarger Wealth Strategies's SHOP Position: Q2 2026 in Review

Yarger Wealth Strategies increased its Shopify (SHOP) stake by 6.3% in Q2 2026, buying an estimated $29.6K and bringing the position to 4,345 shares worth $532K. The position accounts for 0.19% of the portfolio, ranked #82.

Yarger Wealth Strategies first reported a position in SHOP in Q4 2024 and has held it in 7 quarters since. The position peaked at $590K in Q4 2025. 493 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Yarger Wealth Strategies held 4,345 shares of Shopify worth $532K as of Q2 2026.
  • Yarger Wealth Strategies bought 259 Shopify shares in Q2 2026, an estimated $29.6K.
  • Shopify made up 0.19% of Yarger Wealth Strategies's portfolio in Q2 2026, its #82 holding.
  • Yarger Wealth Strategies first reported a position in Shopify in Q4 2024 and has held it in 7 quarters since.
  • Yarger Wealth Strategies's Shopify position peaked at $590K in Q4 2025.
  • 493 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Yarger Wealth Strategies's 13F filing for Q2 2026, filed 14 Jul 2026.