GWM
SHOP icon

Gilpin Wealth Management’s Shopify SHOP Stock Holding History

Gilpin Wealth Management’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 		$21.5K Buy
145
+135
+1,350% +$18.3K 0.01% 276
2026
Q2 		$1.14K Hold
10
– – ﹤0.01% 489
2026
Q1 		$1.19K Hold
10
– – ﹤0.01% 452
2025
Q4 		$1.61K Buy
+10
New +$1.61K ﹤0.01% 406

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

Gilpin Wealth Management's SHOP Position: Q3 2026 in Review

Gilpin Wealth Management increased its Shopify (SHOP) stake by 1,350% in Q3 2026, buying an estimated $18.3K and bringing the position to 145 shares worth $21.5K. The position accounts for 0.01% of the portfolio, ranked #276.

Gilpin Wealth Management first reported a position in SHOP in Q4 2025 and has held it in 4 quarters since. 85 funds tracked by Wall St. Rank hold SHOP as of Q3 2026.

  • Gilpin Wealth Management held 145 shares of Shopify worth $21.5K as of Q3 2026.
  • Gilpin Wealth Management bought 135 Shopify shares in Q3 2026, an estimated $18.3K.
  • Shopify made up 0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #276 holding.
  • Gilpin Wealth Management first reported a position in Shopify in Q4 2025 and has held it in 4 quarters since.
  • 85 funds tracked by Wall St. Rank held Shopify as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.