Bedel Financial Consulting
SHOP icon

Bedel Financial Consulting’s Shopify SHOP Stock Holding History

Bedel Financial Consulting’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 		$531K Hold
3,580
– – 0.05% 167
2026
Q2 		$409K Buy
3,580
+330
+10% +$37.7K 0.04% 199
2026
Q1 		$386K Buy
3,250
+100
+3% +$13.1K 0.04% 196
2025
Q4 		$507K Sell
3,150
-313
-9% -$50.3K 0.05% 162
2025
Q3 		$515K Hold
3,463
– – 0.07% 159
2025
Q2 		$399K Hold
3,463
– – 0.05% 177
2025
Q1 		$325K Hold
3,463
– – 0.05% 199
2024
Q4 		$422K Sell
3,463
-744
-18% -$72.4K 0.06% 167
2024
Q3 		$337K Sell
4,207
-556
-12% -$38.4K 0.05% 192
2024
Q2 		$315K Buy
+4,763
New +$316K 0.05% 189
2022
Q2 		– Sell
-1,670
Closed -$113K – 762
2022
Q1 		$113K Hold
1,670
– – 0.04% 253
2021
Q4 		$230K Hold
1,670
– – 0.07% 177
2021
Q3 		$226K Hold
1,670
– – 0.08% 170
2021
Q2 		$244K Hold
1,670
– – 0.08% 160
2021
Q1 		$185K Buy
1,670
+490
+42% +$59.2K 0.07% 180
2020
Q4 		$134K Hold
1,180
– – 0.06% 190
2020
Q3 		$121K Buy
1,180
+20
+2% +$1.99K 0.06% 182
2020
Q2 		$110K Hold
1,160
– – 0.06% 184
2020
Q1 		$48K Hold
1,160
– – 0.03% 273
2019
Q4 		$46K Hold
1,160
– – 0.03% 300
2019
Q3 		$36K Hold
1,160
– – 0.02% 321
2019
Q2 		$35K Hold
1,160
– – 0.02% 324
2019
Q1 		$24K Hold
1,160
– – 0.02% 371
2018
Q4 		$16K Hold
1,160
– – 0.01% 393
2018
Q3 		$16K Hold
1,160
– – 0.01% 415
2018
Q2 		$17K Hold
1,160
– – 0.01% 402
2018
Q1 		$14K Buy
+1,160
New +$15K 0.01% 429

Other funds holding SHOP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

Bedel Financial Consulting's SHOP Position: Q3 2026 in Review

Bedel Financial Consulting held its Shopify (SHOP) position steady in Q3 2026 at 3,580 shares worth $531K. The position accounts for 0.05% of the portfolio, ranked #167.

Bedel Financial Consulting first reported a position in SHOP in Q1 2018 and has held it in 27 quarters since. 1,230 funds tracked by Wall St. Rank hold SHOP as of Q3 2026.

  • Bedel Financial Consulting held 3,580 shares of Shopify worth $531K as of Q3 2026.
  • Bedel Financial Consulting left its Shopify share count unchanged in Q3 2026.
  • Shopify made up 0.05% of Bedel Financial Consulting's portfolio in Q3 2026, its #167 holding.
  • Bedel Financial Consulting first reported a position in Shopify in Q1 2018 and has held it in 27 quarters since.
  • 1,230 funds tracked by Wall St. Rank held Shopify as of Q3 2026.

Based on Bedel Financial Consulting's 13F filing for Q3 2026, filed 6 Nov 2026.