Accurate Wealth Management
SHOP icon

Accurate Wealth Management’s Shopify SHOP Stock Holding History

Accurate 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 		$599K Sell
3,392
-256
-7% -$34.7K 0.05% 340
2026
Q2 		$447K Sell
3,648
-37
-1% -$4.22K 0.04% 375
2026
Q1 		$408K Buy
3,685
+242
+7% +$31.8K 0.05% 356
2025
Q4 		$566K Buy
3,443
+5
+0.1% +$803 0.07% 276
2025
Q3 		$526K Buy
3,438
+67
+2% +$9.08K 0.07% 284
2025
Q2 		$388K Sell
3,371
-37
-1% -$3.7K 0.06% 310
2025
Q1 		$285K Buy
3,408
+131
+4% +$14.3K 0.05% 297
2024
Q4 		$340K Buy
3,277
+21
+0.6% +$2.04K 0.07% 275
2024
Q3 		$267K Sell
3,256
-31
-0.9% -$2.14K 0.05% 304
2024
Q2 		$211K Buy
3,287
+65
+2% +$4.31K 0.05% 314
2024
Q1 		$224K Sell
3,222
-5
-0.2% -$395 0.07% 262
2023
Q4 		$262K Sell
3,227
-505
-14% -$32.2K 0.08% 223
2023
Q3 		$202K Sell
3,732
-530
-12% -$32.1K 0.06% 259
2023
Q2 		$292K Buy
+4,262
New +$241K 0.09% 203
2023
Q1 		– Sell
-3,715
Closed -$136K – 1209
2022
Q4 		$136K Buy
+3,715
New +$127K 0.05% 258
2022
Q2 		– Sell
-3,850
Closed -$260K – 192
2022
Q1 		$260K Buy
3,850
+710
+23% +$58.3K 0.12% 135
2021
Q4 		$440K Hold
3,140
– – 0.36% 76
2021
Q3 		$440K Buy
3,140
+50
+2% +$7.49K 0.38% 77
2021
Q2 		$451K Buy
+3,090
New +$381K 0.4% 64

Other funds holding SHOP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

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

Accurate Wealth Management reduced its Shopify (SHOP) stake by 7% in Q3 2026, selling an estimated $34.7K and leaving 3,392 shares worth $599K. The position accounts for 0.05% of the portfolio, ranked #340.

Accurate Wealth Management first reported a position in SHOP in Q2 2021 and has held it in 19 quarters since. 1,148 funds tracked by Wall St. Rank hold SHOP as of Q3 2026.

  • Accurate Wealth Management held 3,392 shares of Shopify worth $599K as of Q3 2026.
  • Accurate Wealth Management sold 256 Shopify shares in Q3 2026, an estimated $34.7K.
  • Shopify made up 0.05% of Accurate Wealth Management's portfolio in Q3 2026, its #340 holding.
  • Accurate Wealth Management first reported a position in Shopify in Q2 2021 and has held it in 19 quarters since.
  • 1,148 funds tracked by Wall St. Rank held Shopify as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.