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 Q3	$482K	Hold	3,251	–	–	0.14%	76
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

Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Nepsis Inc Minneapolis, Minnesota $317M AUM 37.22% 1-Year Est. Return

HJIM

Henry James International Management New York $330M AUM 35.5% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

CAM

Covenant Asset Management Chester, New Jersey $746M AUM 30.08% 1-Year Est. Return

Acima Private Wealth's SHOP Position: Q3 2026 in Review

Acima Private Wealth held its Shopify (SHOP) position steady in Q3 2026 at 3,251 shares worth $482K. The position accounts for 0.14% of the portfolio, ranked #76.

Acima Private Wealth first reported a position in SHOP in Q1 2023 and has held it in 15 quarters since. The position peaked at $523K in Q4 2025. 188 funds tracked by Wall St. Rank hold SHOP as of Q3 2026.

Acima Private Wealth held 3,251 shares of Shopify worth $482K as of Q3 2026.
Acima Private Wealth left its Shopify share count unchanged in Q3 2026.
Shopify made up 0.14% of Acima Private Wealth's portfolio in Q3 2026, its #76 holding.
Acima Private Wealth first reported a position in Shopify in Q1 2023 and has held it in 15 quarters since.
Acima Private Wealth's Shopify position peaked at $523K in Q4 2025.
188 funds tracked by Wall St. Rank held Shopify as of Q3 2026.

Based on Acima Private Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.