FP
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Fiduciary Planning’s Shopify SHOP Stock Holding History

Fiduciary Planning’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 		$1.52M Hold
10,227
– – 0.39% 33
2026
Q2 		$1.17M Buy
10,227
+440
+4% +$50.2K 0.31% 33
2026
Q1 		$1.16M Buy
9,787
+493
+5% +$64.8K 0.35% 33
2025
Q4 		$1.5M Sell
9,294
-236
-2% -$37.9K 0.45% 31
2025
Q3 		$1.42M Buy
9,530
+599
+7% +$81.2K 0.43% 31
2025
Q2 		$1.03M Hold
8,931
– – 0.34% 36
2025
Q1 		$853K Buy
8,931
+3,010
+51% +$328K 0.28% 39
2024
Q4 		$630K Buy
+5,921
New +$576K 0.2% 47

Other funds holding SHOP

Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
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
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 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

Fiduciary Planning's SHOP Position: Q3 2026 in Review

Fiduciary Planning held its Shopify (SHOP) position steady in Q3 2026 at 10,227 shares worth $1.52M. The position accounts for 0.39% of the portfolio, ranked #33.

Fiduciary Planning first reported a position in SHOP in Q4 2024 and has held it in 8 quarters since. 840 funds tracked by Wall St. Rank hold SHOP as of Q3 2026.

  • Fiduciary Planning held 10,227 shares of Shopify worth $1.52M as of Q3 2026.
  • Fiduciary Planning left its Shopify share count unchanged in Q3 2026.
  • Shopify made up 0.39% of Fiduciary Planning's portfolio in Q3 2026, its #33 holding.
  • Fiduciary Planning first reported a position in Shopify in Q4 2024 and has held it in 8 quarters since.
  • 840 funds tracked by Wall St. Rank held Shopify as of Q3 2026.

Based on Fiduciary Planning's 13F filing for Q3 2026, filed 14 Oct 2026.