Holos Integrated Wealth
SHOP icon

Holos Integrated Wealth’s Shopify SHOP Stock Holding History

Holos Integrated Wealth’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 		$66.6K Hold
389
– – 0.03% 146
2026
Q2 		$47.4K Hold
389
– – 0.02% 161
2026
Q1 		$45.5K Hold
389
– – 0.02% 163
2025
Q4 		$61.2K Sell
389
-391
-50% -$62.8K 0.03% 114
2025
Q3 		$118K Hold
780
– – 0.07% 80
2025
Q2 		$117K Hold
780
– – 0.07% 79
2025
Q1 		$74.5K Hold
780
– – 0.05% 96
2024
Q4 		$82.9K Buy
+780
New +$75.9K 0.06% 87

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 30.39% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Equitable Trust
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Holos Integrated Wealth's SHOP Position: Q3 2026 in Review

Holos Integrated Wealth held its Shopify (SHOP) position steady in Q3 2026 at 389 shares worth $66.6K. The position accounts for 0.03% of the portfolio, ranked #146.

Holos Integrated Wealth first reported a position in SHOP in Q4 2024 and has held it in 8 quarters since. The position peaked at $118K in Q3 2025. 491 funds tracked by Wall St. Rank hold SHOP as of Q3 2026.

  • Holos Integrated Wealth held 389 shares of Shopify worth $66.6K as of Q3 2026.
  • Holos Integrated Wealth left its Shopify share count unchanged in Q3 2026.
  • Shopify made up 0.03% of Holos Integrated Wealth's portfolio in Q3 2026, its #146 holding.
  • Holos Integrated Wealth first reported a position in Shopify in Q4 2024 and has held it in 8 quarters since.
  • Holos Integrated Wealth's Shopify position peaked at $118K in Q3 2025.
  • 491 funds tracked by Wall St. Rank held Shopify as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.