AP
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Atwood & Palmer’s Shopify SHOP Stock Holding History

Atwood & Palmer’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 		$18.1K Hold
122
– – ﹤0.01% 348
2026
Q2 		$13.9K Hold
122
– – ﹤0.01% 352
2026
Q1 		$14.5K Hold
122
– – ﹤0.01% 353
2025
Q4 		$19.6K Buy
122
+82
+205% +$13.2K ﹤0.01% 323
2025
Q3 		$5.95K Hold
40
– – ﹤0.01% 411
2025
Q2 		$4.61K Hold
40
– – ﹤0.01% 438
2025
Q1 		$3.82K Hold
40
– – ﹤0.01% 375
2024
Q4 		$4.25K Hold
40
– – ﹤0.01% 384
2024
Q3 		$3.21K Hold
40
– – ﹤0.01% 390
2024
Q2 		$2.64K Hold
40
– – ﹤0.01% 387
2024
Q1 		$3.09K Hold
40
– – ﹤0.01% 351
2023
Q4 		$3.12K Buy
+40
New +$2.55K ﹤0.01% 355
2015
Q4 		– Sell
-5,260
Closed -$19K – 429
2015
Q3 		$19K Buy
+5,260
New +$16.7K ﹤0.01% 274

Other funds holding SHOP

ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MWM
Meadowbrook Wealth Management Garden City, New York $95.4M AUM 31.96% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
LWA
LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return

Atwood & Palmer's SHOP Position: Q3 2026 in Review

Atwood & Palmer held its Shopify (SHOP) position steady in Q3 2026 at 122 shares worth $18.1K. The position accounts for ﹤0.01% of the portfolio, ranked #348.

Atwood & Palmer first reported a position in SHOP in Q3 2015 and has held it in 13 quarters since. The position peaked at $19.6K in Q4 2025. 85 funds tracked by Wall St. Rank hold SHOP as of Q3 2026.

  • Atwood & Palmer held 122 shares of Shopify worth $18.1K as of Q3 2026.
  • Atwood & Palmer left its Shopify share count unchanged in Q3 2026.
  • Shopify made up ﹤0.01% of Atwood & Palmer's portfolio in Q3 2026, its #348 holding.
  • Atwood & Palmer first reported a position in Shopify in Q3 2015 and has held it in 13 quarters since.
  • Atwood & Palmer's Shopify position peaked at $19.6K in Q4 2025.
  • 85 funds tracked by Wall St. Rank held Shopify as of Q3 2026.

Based on Atwood & Palmer's 13F filing for Q3 2026, filed 8 Oct 2026.