Jeppson Wealth Management
SHOP icon

Jeppson Wealth Management’s Shopify SHOP Stock Holding History

Jeppson 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 		$3.32M Sell
22,389
-2,197
-9% -$298K 0.95% 23
2026
Q2 		$2.81M Buy
24,586
+41
+0.2% +$4.68K 0.83% 29
2026
Q1 		$2.91M Buy
24,545
+404
+2% +$53.1K 0.91% 27
2025
Q4 		$3.89M Sell
24,141
-727
-3% -$117K 1.23% 18
2025
Q3 		$3.7M Sell
24,868
-242
-1% -$32.8K 1.18% 18
2025
Q2 		$2.9M Buy
25,110
+31
+0.1% +$3.1K 1% 20
2025
Q1 		$2.39M Sell
25,079
-148
-0.6% -$16.1K 0.88% 25
2024
Q4 		$2.68M Sell
25,227
-265
-1% -$25.8K 0.97% 19
2024
Q3 		$2.04M Sell
25,492
-6
-0% -$414 0.73% 34
2024
Q2 		$1.68M Buy
25,498
+282
+1% +$18.7K 0.64% 38
2024
Q1 		$1.95M Sell
25,216
-30
-0.1% -$2.37K 0.76% 28
2023
Q4 		$1.97M Sell
25,246
-30
-0.1% -$1.92K 0.81% 24
2023
Q3 		$1.38M Sell
25,276
-39
-0.2% -$2.36K 0.63% 39
2023
Q2 		$1.64M Sell
25,315
-706
-3% -$39.9K 0.71% 31
2023
Q1 		$1.25M Sell
26,021
-756
-3% -$33.3K 0.54% 43
2022
Q4 		$929K Sell
26,777
-107
-0.4% -$3.65K 0.39% 59
2022
Q3 		$724K Buy
26,884
+4,981
+23% +$169K 0.33% 70
2022
Q2 		$684K Buy
21,903
+10,543
+93% +$450K 0.29% 78
2022
Q1 		$767K Buy
11,360
+3,100
+38% +$255K 0.36% 67
2021
Q4 		$1.14M Buy
8,260
+480
+6% +$70.1K 0.55% 45
2021
Q3 		$1.05M Buy
7,780
+30
+0.4% +$4.5K 0.55% 49
2021
Q2 		$1.13M Buy
7,750
+830
+12% +$102K 0.62% 43
2021
Q1 		$765K Sell
6,920
-70
-1% -$8.46K 0.45% 52
2020
Q4 		$791K Buy
6,990
+100
+1% +$10.5K 0.53% 50
2020
Q3 		$705K Buy
+6,890
New +$685K 0.55% 49

Other funds holding SHOP

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
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
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

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

Jeppson Wealth Management reduced its Shopify (SHOP) stake by 8.9% in Q3 2026, selling an estimated $298K and leaving 22,389 shares worth $3.32M. The position accounts for 0.95% of the portfolio, ranked #23.

Jeppson Wealth Management first reported a position in SHOP in Q3 2020 and has held it in 25 quarters since. The position peaked at $3.89M in Q4 2025. 632 funds tracked by Wall St. Rank hold SHOP as of Q3 2026.

  • Jeppson Wealth Management held 22,389 shares of Shopify worth $3.32M as of Q3 2026.
  • Jeppson Wealth Management sold 2,197 Shopify shares in Q3 2026, an estimated $298K.
  • Shopify made up 0.95% of Jeppson Wealth Management's portfolio in Q3 2026, its #23 holding.
  • Jeppson Wealth Management first reported a position in Shopify in Q3 2020 and has held it in 25 quarters since.
  • Jeppson Wealth Management's Shopify position peaked at $3.89M in Q4 2025.
  • 632 funds tracked by Wall St. Rank held Shopify as of Q3 2026.

Based on Jeppson Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.