Aprio Wealth Management’s Shopify SHOP Stock Holding History

Aprio 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	$788K	Buy	5,316 +80	+2%	+$10.9K	0.04%	305
2026 Q2	$598K	Sell	5,236 -377	-7%	-$43K	0.03%	341
2026 Q1	$666K	Sell	5,613 -91	-2%	-$12K	0.04%	278
2025 Q4	$918K	Buy	5,704 +999	+21%	+$160K	0.05%	210
2025 Q3	$699K	Buy	4,705 +341	+8%	+$46.2K	0.07%	163
2025 Q2	$503K	Sell	4,364 -189	-4%	-$18.9K	0.06%	186
2025 Q1	$435K	Buy	4,553 +1,051	+30%	+$115K	0.05%	196
2024 Q4	$372K	Buy	3,502 +555	+19%	+$54K	0.05%	173
2024 Q3	$236K	Buy	+2,947	New	+$204K	0.04%	238

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

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

Aprio Wealth Management increased its Shopify (SHOP) stake by 1.5% in Q3 2026, buying an estimated $10.9K and bringing the position to 5,316 shares worth $788K. The position accounts for 0.04% of the portfolio, ranked #305.

Aprio Wealth Management first reported a position in SHOP in Q3 2024 and has held it in 9 quarters since. The position peaked at $918K in Q4 2025. 991 funds tracked by Wall St. Rank hold SHOP as of Q3 2026.

Aprio Wealth Management held 5,316 shares of Shopify worth $788K as of Q3 2026.
Aprio Wealth Management bought 80 Shopify shares in Q3 2026, an estimated $10.9K.
Shopify made up 0.04% of Aprio Wealth Management's portfolio in Q3 2026, its #305 holding.
Aprio Wealth Management first reported a position in Shopify in Q3 2024 and has held it in 9 quarters since.
Aprio Wealth Management's Shopify position peaked at $918K in Q4 2025.
991 funds tracked by Wall St. Rank held Shopify as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.