Daymark Wealth Partners
SHOP icon

Daymark Wealth Partners’s Shopify SHOP Stock Holding History

Daymark Wealth Partners’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 		$292K Buy
+1,968
New +$267K 0.01% 704
2026
Q2 		– Sell
-1,885
Closed -$224K – 855
2026
Q1 		$224K Sell
1,885
-22
-1% -$2.89K 0.01% 677
2025
Q4 		$307K Buy
1,907
+432
+29% +$69.4K 0.01% 488
2025
Q3 		$219K Buy
+1,475
New +$200K 0.01% 576

Other funds holding SHOP

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Mirova US
Mirova US Boston, Massachusetts $9.15B AUM 21.91% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

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

Daymark Wealth Partners opened a new position in Shopify (SHOP) in Q3 2026: 1,968 shares worth $292K. The stake represents 0.01% of the portfolio and ranks #704 among its holdings. This is a return to the name: Daymark Wealth Partners previously reported a position in SHOP as recently as Q1 2026.

Daymark Wealth Partners first reported a position in SHOP in Q3 2025 and has held it in 4 quarters since. The position peaked at $307K in Q4 2025. 991 funds tracked by Wall St. Rank hold SHOP as of Q3 2026.

  • Daymark Wealth Partners held 1,968 shares of Shopify worth $292K as of Q3 2026.
  • Shopify was a new Daymark Wealth Partners position in Q3 2026.
  • Shopify made up 0.01% of Daymark Wealth Partners's portfolio in Q3 2026, its #704 holding.
  • Daymark Wealth Partners first reported a position in Shopify in Q3 2025 and has held it in 4 quarters since.
  • Daymark Wealth Partners's Shopify position peaked at $307K in Q4 2025.
  • 991 funds tracked by Wall St. Rank held Shopify as of Q3 2026.

Based on Daymark Wealth Partners's 13F filing for Q3 2026, filed 4 Nov 2026.