Meadowbrook Wealth Management
SHOP icon

Meadowbrook Wealth Management’s Shopify SHOP Stock Holding History

Meadowbrook 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 		$7.88M Sell
53,104
-1,510
-3% -$205K 8.25% 2
2026
Q2 		$6.24M Sell
54,614
-429
-0.8% -$49K 6.72% 2
2026
Q1 		$6.53M Sell
55,043
-2,783
-5% -$366K 8.65% 2
2025
Q4 		$9.31M Sell
57,826
-167
-0.3% -$26.8K 10.62% 2
2025
Q3 		$8.62M Buy
+57,993
New +$7.86M 8.96% 2

Other funds holding SHOP

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Mirova US
Mirova US Boston, Massachusetts $9.15B AUM 21.91% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

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

Meadowbrook Wealth Management reduced its Shopify (SHOP) stake by 2.8% in Q3 2026, selling an estimated $205K and leaving 53,104 shares worth $7.88M. The position accounts for 8.25% of the portfolio, ranked #2.

Meadowbrook Wealth Management first reported a position in SHOP in Q3 2025 and has held it in 5 quarters since. The position peaked at $9.31M in Q4 2025. 991 funds tracked by Wall St. Rank hold SHOP as of Q3 2026.

  • Meadowbrook Wealth Management held 53,104 shares of Shopify worth $7.88M as of Q3 2026.
  • Meadowbrook Wealth Management sold 1,510 Shopify shares in Q3 2026, an estimated $205K.
  • Shopify made up 8.25% of Meadowbrook Wealth Management's portfolio in Q3 2026, its #2 holding.
  • Meadowbrook Wealth Management first reported a position in Shopify in Q3 2025 and has held it in 5 quarters since.
  • Meadowbrook Wealth Management's Shopify position peaked at $9.31M in Q4 2025.
  • 991 funds tracked by Wall St. Rank held Shopify as of Q3 2026.

Based on Meadowbrook Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.