Miller Financial Services
SHOP icon

Miller Financial Services’s Shopify SHOP Stock Holding History

Miller Financial Services’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 		$894K Sell
6,027
-4
-0.1% -$543 0.68% 38
2026
Q2 		$689K Buy
6,031
+520
+9% +$59.3K 0.55% 59
2026
Q1 		$654K Buy
5,511
+14
+0.3% +$1.84K 0.72% 46
2025
Q4 		$885K Sell
5,497
-480
-8% -$77.1K 1.04% 26
2025
Q3 		$888K Sell
5,977
-271
-4% -$36.7K 1.03% 27
2025
Q2 		$721K Buy
6,248
+290
+5% +$29K 0.92% 33
2025
Q1 		$569K Sell
5,958
-286
-5% -$31.2K 0.82% 40
2024
Q4 		$664K Buy
+6,244
New +$607K 0.56% 50

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

Miller Financial Services's SHOP Position: Q3 2026 in Review

Miller Financial Services reduced its Shopify (SHOP) stake by 0.07% in Q3 2026, selling an estimated $543 and leaving 6,027 shares worth $894K. The position accounts for 0.68% of the portfolio, ranked #38.

Miller Financial Services first reported a position in SHOP in Q4 2024 and has held it in 8 quarters since. 991 funds tracked by Wall St. Rank hold SHOP as of Q3 2026.

  • Miller Financial Services held 6,027 shares of Shopify worth $894K as of Q3 2026.
  • Miller Financial Services sold 4 Shopify shares in Q3 2026, an estimated $543.
  • Shopify made up 0.68% of Miller Financial Services's portfolio in Q3 2026, its #38 holding.
  • Miller Financial Services first reported a position in Shopify in Q4 2024 and has held it in 8 quarters since.
  • 991 funds tracked by Wall St. Rank held Shopify as of Q3 2026.

Based on Miller Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.