Juncture Wealth Strategies’s Shopify SHOP Stock Holding History

Juncture Wealth Strategies’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	$555K	Buy	3,744 +1,049	+39%	+$142K	0.14%	103
2026 Q2	$308K	Sell	2,695 -508	-16%	-$58K	0.08%	149
2026 Q1	$380K	Sell	3,203 -674	-17%	-$88.6K	0.13%	89
2025 Q4	$624K	Buy	3,877 +279	+8%	+$44.8K	0.21%	65
2025 Q3	$535K	Buy	3,598 +312	+9%	+$42.3K	0.18%	69
2025 Q2	$379K	Buy	3,286 +172	+6%	+$17.2K	0.13%	87
2025 Q1	$297K	Buy	+3,114	New	+$339K	0.12%	104
2024 Q2	–	Sell	-5,794	Closed	-$447K	–	122
2024 Q1	$447K	Buy	+5,794	New	+$458K	0.19%	66

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

Juncture Wealth Strategies's SHOP Position: Q3 2026 in Review

Juncture Wealth Strategies increased its Shopify (SHOP) stake by 39% in Q3 2026, buying an estimated $142K and bringing the position to 3,744 shares worth $555K. The position accounts for 0.14% of the portfolio, ranked #103.

Juncture Wealth Strategies first reported a position in SHOP in Q1 2024 and has held it in 8 quarters since. The position peaked at $624K in Q4 2025. 85 funds tracked by Wall St. Rank hold SHOP as of Q3 2026.

Juncture Wealth Strategies held 3,744 shares of Shopify worth $555K as of Q3 2026.
Juncture Wealth Strategies bought 1,049 Shopify shares in Q3 2026, an estimated $142K.
Shopify made up 0.14% of Juncture Wealth Strategies's portfolio in Q3 2026, its #103 holding.
Juncture Wealth Strategies first reported a position in Shopify in Q1 2024 and has held it in 8 quarters since.
Juncture Wealth Strategies's Shopify position peaked at $624K in Q4 2025.
85 funds tracked by Wall St. Rank held Shopify as of Q3 2026.

Based on Juncture Wealth Strategies's 13F filing for Q3 2026, filed 6 Oct 2026.