Acima Private Wealth’s Shopify SHOP Stock Holding History

Acima Private Wealth’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	$371K	Hold	3,251	–	–	0.11%	87
2026 Q1	$386K	Hold	3,251	–	–	0.12%	83
2025 Q4	$523K	Hold	3,251	–	–	0.16%	70
2025 Q3	$483K	Hold	3,251	–	–	0.15%	73
2025 Q2	$375K	Hold	3,251	–	–	0.13%	90
2025 Q1	$310K	Hold	3,251	–	–	0.11%	100
2024 Q4	$346K	Hold	3,251	–	–	0.12%	99
2024 Q3	$261K	Sell	3,251 -117	-3%	-$8.08K	0.09%	111
2024 Q2	$222K	Hold	3,368	–	–	0.08%	113
2024 Q1	$260K	Hold	3,368	–	–	0.1%	113
2023 Q4	$262K	Hold	3,368	–	–	0.1%	112
2023 Q3	$184K	Hold	3,368	–	–	0.08%	127
2023 Q2	$218K	Hold	3,368	–	–	0.1%	125
2023 Q1	$161K	Buy	+3,368	New	+$148K	0.08%	134

Other funds holding SHOP

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Nepsis Inc Minneapolis, Minnesota $295M AUM 35.44% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return

Meadowbrook Wealth Management Garden City, New York $92.9M AUM 51.42% 1-Year Est. Return