Doliver Advisors
SHOP icon

Doliver Advisors’s Shopify SHOP Stock Holding History

Doliver Advisors’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 		$1.64M Sell
11,079
-79
-0.7% -$10.7K 0.36% 40
2026
Q2 		$1.27M Buy
11,158
+1,310
+13% +$149K 0.29% 57
2026
Q1 		$1.17M Buy
9,848
+1,958
+25% +$257K 0.27% 59
2025
Q4 		$1.27M Buy
7,890
+338
+4% +$54.3K 0.32% 62
2025
Q3 		$1.12M Buy
7,552
+4
+0.1% +$542 0.29% 64
2025
Q2 		$871K Buy
7,548
+183
+2% +$18.3K 0.24% 77
2025
Q1 		$703K Buy
7,365
+2,369
+47% +$258K 0.2% 75
2024
Q4 		$531K Sell
4,996
-917
-16% -$89.2K 0.15% 95
2024
Q3 		$474K Buy
5,913
+210
+4% +$14.5K 0.13% 95
2024
Q2 		$377K Buy
5,703
+2,172
+62% +$144K 0.11% 106
2024
Q1 		$272K Buy
3,531
+56
+2% +$4.42K 0.08% 128
2023
Q4 		$271K Sell
3,475
-290
-8% -$18.5K 0.08% 129
2023
Q3 		$205K Sell
3,765
-180
-5% -$10.9K 0.06% 140
2023
Q2 		$255K Buy
+3,945
New +$223K 0.08% 146
2022
Q2 		– Sell
-3,790
Closed -$256K – 178
2022
Q1 		$256K Buy
+3,790
New +$311K 0.08% 145

Other funds holding SHOP

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
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
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Equitable Trust
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

Doliver Advisors's SHOP Position: Q3 2026 in Review

Doliver Advisors reduced its Shopify (SHOP) stake by 0.71% in Q3 2026, selling an estimated $10.7K and leaving 11,079 shares worth $1.64M. The position accounts for 0.36% of the portfolio, ranked #40.

Doliver Advisors first reported a position in SHOP in Q1 2022 and has held it in 15 quarters since. 591 funds tracked by Wall St. Rank hold SHOP as of Q3 2026.

  • Doliver Advisors held 11,079 shares of Shopify worth $1.64M as of Q3 2026.
  • Doliver Advisors sold 79 Shopify shares in Q3 2026, an estimated $10.7K.
  • Shopify made up 0.36% of Doliver Advisors's portfolio in Q3 2026, its #40 holding.
  • Doliver Advisors first reported a position in Shopify in Q1 2022 and has held it in 15 quarters since.
  • 591 funds tracked by Wall St. Rank held Shopify as of Q3 2026.

Based on Doliver Advisors's 13F filing for Q3 2026, filed 1 Oct 2026.