MJT & Associates Financial Advisory’s Shopify SHOP Stock Holding History

MJT & Associates Financial Advisory’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	$10.2K	Buy	69 +6	+10%	+$814	0.01%	191
2026 Q2	$7.19K	Hold	63	–	–	﹤0.01%	243
2026 Q1	$7.47K	Hold	63	–	–	0.01%	214
2025 Q4	$10.1K	Hold	63	–	–	0.01%	185
2025 Q3	$9.36K	Hold	63	–	–	0.01%	197
2025 Q2	$7.27K	Hold	63	–	–	0.01%	256
2025 Q1	$6.02K	Buy	+63	New	+$6.87K	0.01%	283

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

MJT & Associates Financial Advisory's SHOP Position: Q3 2026 in Review

MJT & Associates Financial Advisory increased its Shopify (SHOP) stake by 9.5% in Q3 2026, buying an estimated $814 and bringing the position to 69 shares worth $10.2K. The position accounts for 0.01% of the portfolio, ranked #191.

MJT & Associates Financial Advisory first reported a position in SHOP in Q1 2025 and has held it in 7 quarters since. 85 funds tracked by Wall St. Rank hold SHOP as of Q3 2026.

MJT & Associates Financial Advisory held 69 shares of Shopify worth $10.2K as of Q3 2026.
MJT & Associates Financial Advisory bought 6 Shopify shares in Q3 2026, an estimated $814.
Shopify made up 0.01% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #191 holding.
MJT & Associates Financial Advisory first reported a position in Shopify in Q1 2025 and has held it in 7 quarters since.
85 funds tracked by Wall St. Rank held Shopify as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.