Jamison Private Wealth Management’s Shopify SHOP Stock Holding History

Jamison 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	$298K	Hold	2,009	–	–	0.03%	201
2026 Q2	$229K	Buy	2,009 +1	+0%	+$114	0.02%	214
2026 Q1	$238K	Hold	2,008	–	–	0.03%	198
2025 Q4	$323K	Buy	2,008 +28	+1%	+$4.5K	0.04%	180
2025 Q3	$294K	Hold	1,980	–	–	0.04%	184
2025 Q2	$228K	Buy	+1,980	New	+$198K	0.03%	186
2025 Q1	–	Sell	-1,980	Closed	-$211K	–	206
2024 Q4	$211K	Sell	1,980 -130	-6%	-$12.6K	0.03%	197
2024 Q3	$169K	Hold	2,110	–	–	0.03%	200
2024 Q2	$139K	Hold	2,110	–	–	0.02%	197
2024 Q1	$163K	Hold	2,110	–	–	0.03%	188
2023 Q4	$164K	Sell	2,110 -830	-28%	-$53K	0.03%	179
2023 Q3	$160K	Buy	+2,940	New	+$178K	0.03%	172

Other funds holding SHOP

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Barton Investment Management West Conshohocken, Pennsylvania $807M AUM 1.61% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

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

Jamison Private Wealth Management held its Shopify (SHOP) position steady in Q3 2026 at 2,009 shares worth $298K. The position accounts for 0.03% of the portfolio, ranked #201.

Jamison Private Wealth Management first reported a position in SHOP in Q3 2023 and has held it in 12 quarters since. The position peaked at $323K in Q4 2025. 850 funds tracked by Wall St. Rank hold SHOP as of Q3 2026.

Jamison Private Wealth Management held 2,009 shares of Shopify worth $298K as of Q3 2026.
Jamison Private Wealth Management left its Shopify share count unchanged in Q3 2026.
Shopify made up 0.03% of Jamison Private Wealth Management's portfolio in Q3 2026, its #201 holding.
Jamison Private Wealth Management first reported a position in Shopify in Q3 2023 and has held it in 12 quarters since.
Jamison Private Wealth Management's Shopify position peaked at $323K in Q4 2025.
850 funds tracked by Wall St. Rank held Shopify as of Q3 2026.

Based on Jamison Private Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.