Moran Wealth Management
SHOP icon

Moran Wealth Management’s Shopify SHOP Stock Holding History

Moran 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 		$2.62M Buy
17,674
+1,408
+9% +$191K 0.07% 284
2026
Q2 		$1.86M Buy
16,266
+10,088
+163% +$1.15M 0.05% 338
2026
Q1 		$733K Buy
6,178
+2,461
+66% +$323K 0.02% 388
2025
Q4 		$598K Buy
3,717
+697
+23% +$112K 0.02% 385
2025
Q3 		$449K Buy
3,020
+1,220
+68% +$165K 0.01% 415
2025
Q2 		$208K Buy
+1,800
New +$180K 0.01% 468

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
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 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

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

Moran Wealth Management increased its Shopify (SHOP) stake by 8.7% in Q3 2026, buying an estimated $191K and bringing the position to 17,674 shares worth $2.62M. The position accounts for 0.07% of the portfolio, ranked #284.

Moran Wealth Management first reported a position in SHOP in Q2 2025 and has held it in 6 quarters since. 491 funds tracked by Wall St. Rank hold SHOP as of Q3 2026.

  • Moran Wealth Management held 17,674 shares of Shopify worth $2.62M as of Q3 2026.
  • Moran Wealth Management bought 1,408 Shopify shares in Q3 2026, an estimated $191K.
  • Shopify made up 0.07% of Moran Wealth Management's portfolio in Q3 2026, its #284 holding.
  • Moran Wealth Management first reported a position in Shopify in Q2 2025 and has held it in 6 quarters since.
  • 491 funds tracked by Wall St. Rank held Shopify as of Q3 2026.

Based on Moran Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.