Balance Wealth’s Shopify SHOP Stock Holding History

Balance 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	$3.52K	Buy	+24	New	+$3.26K	﹤0.01%	694

Other funds holding SHOP

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Balance Wealth's SHOP Position: Q3 2026 in Review

Balance Wealth opened a new position in Shopify (SHOP) in Q3 2026: 24 shares worth $3.52K. The stake represents ﹤0.01% of the portfolio and ranks #694 among its holdings.

1,549 funds tracked by Wall St. Rank hold SHOP as of Q3 2026.

Balance Wealth held 24 shares of Shopify worth $3.52K as of Q3 2026.
Shopify was a new Balance Wealth position in Q3 2026.
Shopify made up ﹤0.01% of Balance Wealth's portfolio in Q3 2026, its #694 holding.
1,549 funds tracked by Wall St. Rank held Shopify as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.