EWP
SHOP icon

Elevation Wealth Partners’s Shopify SHOP Stock Holding History

Elevation 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 		$6.38K Buy
43
+25
+139% +$3.39K ﹤0.01% 1040
2026
Q2 		$2.06K Buy
+18
New +$2.05K ﹤0.01% 1199

Other funds holding SHOP

ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MWM
Meadowbrook Wealth Management Garden City, New York $95.4M AUM 31.96% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
LWA
LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return

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

Elevation Wealth Partners increased its Shopify (SHOP) stake by 139% in Q3 2026, buying an estimated $3.39K and bringing the position to 43 shares worth $6.38K. The position accounts for ﹤0.01% of the portfolio, ranked #1040.

Elevation Wealth Partners first reported a position in SHOP in Q2 2026 and has held it in 2 quarters since. 85 funds tracked by Wall St. Rank hold SHOP as of Q3 2026.

  • Elevation Wealth Partners held 43 shares of Shopify worth $6.38K as of Q3 2026.
  • Elevation Wealth Partners bought 25 Shopify shares in Q3 2026, an estimated $3.39K.
  • Shopify made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1040 holding.
  • Elevation Wealth Partners first reported a position in Shopify in Q2 2026 and has held it in 2 quarters since.
  • 85 funds tracked by Wall St. Rank held Shopify as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.