AWE
SHOP icon

Avidian Wealth Enterprises’s Shopify SHOP Stock Holding History

Avidian Wealth Enterprises’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 		$579K Buy
3,903
+148
+4% +$20.1K 0.02% 445
2026
Q2 		$429K Buy
3,755
+198
+6% +$22.6K 0.01% 514
2026
Q1 		$422K Buy
3,557
+724
+26% +$95.1K 0.01% 471
2025
Q4 		$456K Sell
2,833
-226
-7% -$36.3K 0.02% 393
2025
Q3 		$455K Sell
3,059
-424
-12% -$57.5K 0.02% 388
2025
Q2 		$402K Sell
3,483
-50
-1% -$5K 0.02% 386
2025
Q1 		$337K Buy
3,533
+116
+3% +$12.6K 0.02% 385
2024
Q4 		$363K Sell
3,417
-451
-12% -$43.9K 0.02% 359
2024
Q3 		$310K Buy
3,868
+12
+0.3% +$829 0.01% 394
2024
Q2 		$255K Buy
3,856
+321
+9% +$21.3K 0.01% 425
2024
Q1 		$273K Sell
3,535
-925
-21% -$73.1K 0.01% 374
2023
Q4 		$347K Sell
4,460
-900
-17% -$57.5K 0.02% 318
2023
Q3 		$292K Buy
5,360
+157
+3% +$9.51K 0.02% 329
2023
Q2 		$336K Buy
+5,203
New +$294K 0.02% 322
2022
Q1 		– Sell
-2,170
Closed -$299K – 564
2021
Q4 		$299K Hold
2,170
– – 0.02% 402
2021
Q3 		$294K Buy
2,170
+170
+9% +$25.5K 0.02% 298
2021
Q2 		$292K Buy
+2,000
New +$246K 0.02% 313
2021
Q1 		– Sell
-1,800
Closed -$204K – 395
2020
Q4 		$204K Buy
+1,800
New +$189K 0.02% 300
2020
Q3 		– Sell
-7,010
Closed -$665K – 299
2020
Q2 		$665K Sell
7,010
-4,480
-39% -$311K 0.09% 114
2020
Q1 		$479K Buy
11,490
+300
+3% +$13.5K 0.08% 113
2019
Q4 		$445K Buy
+11,190
New +$378K 0.06% 127

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

Avidian Wealth Enterprises's SHOP Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its Shopify (SHOP) stake by 3.9% in Q3 2026, buying an estimated $20.1K and bringing the position to 3,903 shares worth $579K. The position accounts for 0.02% of the portfolio, ranked #445.

Avidian Wealth Enterprises first reported a position in SHOP in Q4 2019 and has held it in 21 quarters since. The position peaked at $665K in Q2 2020. 85 funds tracked by Wall St. Rank hold SHOP as of Q3 2026.

  • Avidian Wealth Enterprises held 3,903 shares of Shopify worth $579K as of Q3 2026.
  • Avidian Wealth Enterprises bought 148 Shopify shares in Q3 2026, an estimated $20.1K.
  • Shopify made up 0.02% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #445 holding.
  • Avidian Wealth Enterprises first reported a position in Shopify in Q4 2019 and has held it in 21 quarters since.
  • Avidian Wealth Enterprises's Shopify position peaked at $665K in Q2 2020.
  • 85 funds tracked by Wall St. Rank held Shopify as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.