Dynamic Advisor Solutions
SHOP icon

Dynamic Advisor Solutions’s Shopify SHOP Stock Holding History

Dynamic Advisor Solutions’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 		$502K Buy
3,388
+549
+19% +$74.5K 0.01% 664
2026
Q2 		$324K Sell
2,839
-485
-15% -$55.3K 0.01% 829
2026
Q1 		$394K Buy
3,324
+160
+5% +$21K 0.01% 716
2025
Q4 		$509K Buy
3,164
+80
+3% +$12.8K 0.02% 630
2025
Q3 		$458K Sell
3,084
-138
-4% -$18.7K 0.01% 660
2025
Q2 		$372K Sell
3,222
-775
-19% -$77.5K 0.01% 679
2025
Q1 		$382K Buy
+3,997
New +$436K 0.01% 647
2024
Q4 		– Sell
-8,778
Closed -$703K – 804
2024
Q3 		$703K Buy
8,778
+585
+7% +$40.4K 0.02% 541
2024
Q2 		$541K Buy
8,193
+219
+3% +$14.5K 0.02% 610
2024
Q1 		$615K Buy
7,974
+558
+8% +$44.1K 0.02% 561
2023
Q4 		$553K Sell
7,416
-185
-2% -$11.8K 0.02% 556
2023
Q3 		$415K Buy
7,601
+3,281
+76% +$199K 0.02% 567
2023
Q2 		$279K Sell
4,320
-1,819
-30% -$103K 0.01% 650
2023
Q1 		$294K Sell
6,139
-14,290
-70% -$629K 0.02% 595
2022
Q4 		$709K Buy
20,429
+2,248
+12% +$76.8K 0.05% 352
2022
Q3 		$490K Buy
18,181
+7,811
+75% +$266K 0.04% 394
2022
Q2 		$324K Buy
10,370
+1,050
+11% +$44.8K 0.02% 505
2022
Q1 		$630K Buy
9,320
+10
+0.1% +$821 0.04% 384
2021
Q4 		$1.28M Sell
9,310
-4,150
-31% -$606K 0.09% 230
2021
Q3 		$1.82M Buy
13,460
+5,770
+75% +$865K 0.14% 182
2021
Q2 		$1.12M Buy
7,690
+1,580
+26% +$195K 0.09% 256
2021
Q1 		$676K Buy
6,110
+510
+9% +$61.6K 0.06% 314
2020
Q4 		$634K Buy
5,600
+590
+12% +$61.9K 0.06% 316
2020
Q3 		$513K Buy
5,010
+540
+12% +$53.7K 0.06% 309
2020
Q2 		$424K Buy
+4,470
New +$310K 0.06% 310
2020
Q1 		– Sell
-11,680
Closed -$464K – 581
2019
Q4 		$464K Buy
11,680
+4,290
+58% +$145K 0.06% 320
2019
Q3 		$230K Buy
+7,390
New +$253K 0.04% 435

Other funds holding SHOP

TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 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 30.35% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
NI
Nepsis Inc Minneapolis, Minnesota $317M AUM 37.22% 1-Year Est. Return

Dynamic Advisor Solutions's SHOP Position: Q3 2026 in Review

Dynamic Advisor Solutions increased its Shopify (SHOP) stake by 19% in Q3 2026, buying an estimated $74.5K and bringing the position to 3,388 shares worth $502K. The position accounts for 0.01% of the portfolio, ranked #664.

Dynamic Advisor Solutions first reported a position in SHOP in Q3 2019 and has held it in 27 quarters since. The position peaked at $1.82M in Q3 2021. 323 funds tracked by Wall St. Rank hold SHOP as of Q3 2026.

  • Dynamic Advisor Solutions held 3,388 shares of Shopify worth $502K as of Q3 2026.
  • Dynamic Advisor Solutions bought 549 Shopify shares in Q3 2026, an estimated $74.5K.
  • Shopify made up 0.01% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #664 holding.
  • Dynamic Advisor Solutions first reported a position in Shopify in Q3 2019 and has held it in 27 quarters since.
  • Dynamic Advisor Solutions's Shopify position peaked at $1.82M in Q3 2021.
  • 323 funds tracked by Wall St. Rank held Shopify as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.