Rothwell Investment Advisors, LLC’s Shopify SHOP Stock Holding History

Rothwell Investment Advisors, 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	$58.3K	Buy	+393	New	+$53.3K	0.03%	393

Other funds holding SHOP

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Mirova US Boston, Massachusetts $9.15B AUM 21.91% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Rothwell Investment Advisors, LLC's SHOP Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Shopify (SHOP) in Q3 2026: 393 shares worth $58.3K. The stake represents 0.03% of the portfolio and ranks #393 among its holdings.

991 funds tracked by Wall St. Rank hold SHOP as of Q3 2026.

Rothwell Investment Advisors, LLC held 393 shares of Shopify worth $58.3K as of Q3 2026.
Shopify was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Shopify made up 0.03% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #393 holding.
991 funds tracked by Wall St. Rank held Shopify as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.