Superior Planning, LLC’s Shopify SHOP Stock Holding History

Superior Planning, LLC’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 Q3	$37.7K	Buy	+255	New	+$34.6K	0.02%	455

Other funds holding SHOP

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return

Superior Planning, LLC's SHOP Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Shopify (SHOP) in Q3 2026: 255 shares worth $37.7K. The stake represents 0.02% of the portfolio and ranks #455 among its holdings.

1,318 funds tracked by Wall St. Rank hold SHOP as of Q3 2026.

Superior Planning, LLC held 255 shares of Shopify worth $37.7K as of Q3 2026.
Shopify was a new Superior Planning, LLC position in Q3 2026.
Shopify made up 0.02% of Superior Planning, LLC's portfolio in Q3 2026, its #455 holding.
1,318 funds tracked by Wall St. Rank held Shopify as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.