Mindset Wealth Management
SHOP icon

Mindset Wealth Management’s Shopify SHOP Stock Holding History

Mindset 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 		$382K Buy
2,575
+5
+0.2% +$679 0.07% 113
2026
Q2 		$293K Sell
2,570
-400
-13% -$45.6K 0.06% 143
2026
Q1 		$352K Sell
2,970
-107
-3% -$14.1K 0.09% 111
2025
Q4 		$495K Sell
3,077
-19
-0.6% -$3.05K 0.13% 90
2025
Q3 		$460K Buy
3,096
+192
+7% +$26K 0.13% 89
2025
Q2 		$335K Sell
2,904
-26
-0.9% -$2.6K 0.11% 104
2025
Q1 		$280K Sell
2,930
-70
-2% -$7.63K 0.11% 99
2024
Q4 		$319K Buy
3,000
+500
+20% +$48.6K 0.12% 93
2024
Q3 		$200K Buy
+2,500
New +$173K 0.08% 119

Other funds holding SHOP

TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 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
Equitable Trust
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Bellecapital
Bellecapital Zurich, Switzerland $683M AUM 33.2% 1-Year Est. Return

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

Mindset Wealth Management increased its Shopify (SHOP) stake by 0.19% in Q3 2026, buying an estimated $679 and bringing the position to 2,575 shares worth $382K. The position accounts for 0.07% of the portfolio, ranked #113.

Mindset Wealth Management first reported a position in SHOP in Q3 2024 and has held it in 9 quarters since. The position peaked at $495K in Q4 2025. 452 funds tracked by Wall St. Rank hold SHOP as of Q3 2026.

  • Mindset Wealth Management held 2,575 shares of Shopify worth $382K as of Q3 2026.
  • Mindset Wealth Management bought 5 Shopify shares in Q3 2026, an estimated $679.
  • Shopify made up 0.07% of Mindset Wealth Management's portfolio in Q3 2026, its #113 holding.
  • Mindset Wealth Management first reported a position in Shopify in Q3 2024 and has held it in 9 quarters since.
  • Mindset Wealth Management's Shopify position peaked at $495K in Q4 2025.
  • 452 funds tracked by Wall St. Rank held Shopify as of Q3 2026.

Based on Mindset Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.