Baron Wealth Management
SHOP icon

Baron Wealth Management’s Shopify SHOP Stock Holding History

Baron 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 		$227K Sell
1,532
-393
-20% -$53.3K 0.06% 263
2026
Q2 		$220K Sell
1,925
-30
-2% -$3.42K 0.06% 270
2026
Q1 		$232K Buy
1,955
+280
+17% +$36.8K 0.07% 228
2025
Q4 		$270K Buy
+1,675
New +$269K 0.08% 182

Other funds holding SHOP

Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Barton Investment Management
Barton Investment Management West Conshohocken, Pennsylvania $807M AUM 1.61% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Addenda Capital
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return
Zevenbergen Capital Investments
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

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

Baron Wealth Management reduced its Shopify (SHOP) stake by 20% in Q3 2026, selling an estimated $53.3K and leaving 1,532 shares worth $227K. The position accounts for 0.06% of the portfolio, ranked #263.

Baron Wealth Management first reported a position in SHOP in Q4 2025 and has held it in 4 quarters since. The position peaked at $270K in Q4 2025. 884 funds tracked by Wall St. Rank hold SHOP as of Q3 2026.

  • Baron Wealth Management held 1,532 shares of Shopify worth $227K as of Q3 2026.
  • Baron Wealth Management sold 393 Shopify shares in Q3 2026, an estimated $53.3K.
  • Shopify made up 0.06% of Baron Wealth Management's portfolio in Q3 2026, its #263 holding.
  • Baron Wealth Management first reported a position in Shopify in Q4 2025 and has held it in 4 quarters since.
  • Baron Wealth Management's Shopify position peaked at $270K in Q4 2025.
  • 884 funds tracked by Wall St. Rank held Shopify as of Q3 2026.

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