Grant Private Wealth Management’s Shopify SHOP Stock Holding History

Grant Private 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	$1.26M	Sell	8,474 -500	-6%	-$67.9K	0.56%	41
2026 Q2	$1.02M	Sell	8,974 -1,650	-16%	-$188K	0.43%	48
2026 Q1	$1.26M	Sell	10,624 -200	-2%	-$26.3K	0.67%	30
2025 Q4	$1.74M	Buy	10,824 +1,400	+15%	+$225K	1.05%	21
2025 Q3	$1.4M	Buy	+9,424	New	+$1.28M	0.86%	28
2025 Q2	–	Sell	-10,264	Closed	-$980K	–	130
2025 Q1	$980K	Sell	10,264 -230	-2%	-$25.1K	1.06%	26
2024 Q4	$1.12M	Buy	+10,494	New	+$1.02M	1.2%	23

Other funds holding SHOP

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Grant Private Wealth Management's SHOP Position: Q3 2026 in Review

Grant Private Wealth Management reduced its Shopify (SHOP) stake by 5.6% in Q3 2026, selling an estimated $67.9K and leaving 8,474 shares worth $1.26M. The position accounts for 0.56% of the portfolio, ranked #41.

Grant Private Wealth Management first reported a position in SHOP in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.74M in Q4 2025. 1,477 funds tracked by Wall St. Rank hold SHOP as of Q3 2026.

Grant Private Wealth Management held 8,474 shares of Shopify worth $1.26M as of Q3 2026.
Grant Private Wealth Management sold 500 Shopify shares in Q3 2026, an estimated $67.9K.
Shopify made up 0.56% of Grant Private Wealth Management's portfolio in Q3 2026, its #41 holding.
Grant Private Wealth Management first reported a position in Shopify in Q4 2024 and has held it in 7 quarters since.
Grant Private Wealth Management's Shopify position peaked at $1.74M in Q4 2025.
1,477 funds tracked by Wall St. Rank held Shopify as of Q3 2026.

Based on Grant Private Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.