Barlow Wealth Partners’s Shopify SHOP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$724K Sell
4,400
-25
-0.6% -$3.39K 0.07% 71
2026
Q2
$528K Hold
4,425
– – 0.06% 88
2026
Q1
$580K Hold
4,425
– – 0.06% 79
2025
Q4
$728K Hold
4,425
– – 0.08% 70
2025
Q3
$717K Hold
4,425
– – 0.08% 70
2025
Q2
$508K Hold
4,425
– – 0.06% 80
2025
Q1
$430K Hold
4,425
– – 0.06% 85
2024
Q4
$461K Sell
4,425
-25
-0.6% -$2.43K 0.06% 84
2024
Q3
$360K Sell
4,450
-50
-1% -$3.45K 0.05% 103
2024
Q2
$267K Sell
4,500
-1,625
-27% -$108K 0.04% 125
2024
Q1
$429K Sell
6,125
-2,500
-29% -$198K 0.06% 95
2023
Q4
$672K Buy
+8,625
New +$551K 0.1% 75

Other funds holding SHOP

Barlow Wealth Partners's SHOP Position: Q3 2026 in Review

Barlow Wealth Partners reduced its Shopify (SHOP) stake by 0.56% in Q3 2026, selling an estimated $3.39K and leaving 4,400 shares worth $724K. The position accounts for 0.07% of the portfolio, ranked #71.

Barlow Wealth Partners first reported a position in SHOP in Q4 2023 and has held it in 12 quarters since. The position peaked at $728K in Q4 2025. 1,055 funds tracked by Wall St. Rank hold SHOP as of Q3 2026.

  • Barlow Wealth Partners held 4,400 shares of Shopify worth $724K as of Q3 2026.
  • Barlow Wealth Partners sold 25 Shopify shares in Q3 2026, an estimated $3.39K.
  • Shopify made up 0.07% of Barlow Wealth Partners's portfolio in Q3 2026, its #71 holding.
  • Barlow Wealth Partners first reported a position in Shopify in Q4 2023 and has held it in 12 quarters since.
  • Barlow Wealth Partners's Shopify position peaked at $728K in Q4 2025.
  • 1,055 funds tracked by Wall St. Rank held Shopify as of Q3 2026.

Based on Barlow Wealth Partners's 13F filing for Q3 2026, filed 15 Oct 2026.