Accel Wealth Management’s Shopify SHOP Stock Holding History

Accel 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 Q3	$242K	Buy	+1,630	New	+$221K	0.05%	264
2026 Q1	–	Sell	-1,620	Closed	-$261K	–	300
2025 Q4	$261K	Buy	1,620 +86	+6%	+$13.8K	0.07%	223
2025 Q3	$228K	Buy	+1,534	New	+$208K	0.07%	246
2023 Q2	–	Sell	-1,010	Closed	-$48.4K	–	739
2023 Q1	$48.4K	Hold	1,010	–	–	0.02%	496
2022 Q4	$35.1K	Sell	1,010 -100	-9%	-$3.42K	0.02%	423
2022 Q3	$35K	Hold	1,110	–	–	0.02%	440
2022 Q2	$35K	Sell	1,110 -100	-8%	-$4.27K	0.02%	420
2022 Q1	$84K	Sell	1,210 -100	-8%	-$8.21K	0.04%	278
2021 Q4	$180K	Hold	1,310	–	–	0.09%	180
2021 Q3	$178K	Hold	1,310	–	–	0.12%	149
2021 Q2	$191K	Sell	1,310 -140	-10%	-$17.2K	0.13%	156
2021 Q1	$160K	Hold	1,450	–	–	0.13%	160
2020 Q4	$164K	Buy	+1,450	New	+$152K	0.15%	142

Other funds holding SHOP

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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

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

CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

Accel Wealth Management's SHOP Position: Q3 2026 in Review

Accel Wealth Management opened a new position in Shopify (SHOP) in Q3 2026: 1,630 shares worth $242K. The stake represents 0.05% of the portfolio and ranks #264 among its holdings. This is a return to the name: Accel Wealth Management previously reported a position in SHOP as recently as Q4 2025.

Accel Wealth Management first reported a position in SHOP in Q4 2020 and has held it in 13 quarters since. The position peaked at $261K in Q4 2025. 1,253 funds tracked by Wall St. Rank hold SHOP as of Q3 2026.

Accel Wealth Management held 1,630 shares of Shopify worth $242K as of Q3 2026.
Shopify was a new Accel Wealth Management position in Q3 2026.
Shopify made up 0.05% of Accel Wealth Management's portfolio in Q3 2026, its #264 holding.
Accel Wealth Management first reported a position in Shopify in Q4 2020 and has held it in 13 quarters since.
Accel Wealth Management's Shopify position peaked at $261K in Q4 2025.
1,253 funds tracked by Wall St. Rank held Shopify as of Q3 2026.

Based on Accel Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.