Mosley Wealth Management
SHOP icon

Mosley Wealth Management’s Shopify SHOP Stock Holding History

Mosley 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 		$55.2K Buy
310
+11
+4% +$1.49K 0.02% 256
2026
Q2 		$34.1K Buy
299
+177
+145% +$20.2K 0.01% 283
2026
Q1 		$18.1K Buy
+122
New +$16K 0.01% 261

Other funds holding SHOP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

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

Mosley Wealth Management increased its Shopify (SHOP) stake by 3.7% in Q3 2026, buying an estimated $1.49K and bringing the position to 310 shares worth $55.2K. The position accounts for 0.02% of the portfolio, ranked #256.

Mosley Wealth Management first reported a position in SHOP in Q1 2026 and has held it in 3 quarters since. 1,148 funds tracked by Wall St. Rank hold SHOP as of Q3 2026.

  • Mosley Wealth Management held 310 shares of Shopify worth $55.2K as of Q3 2026.
  • Mosley Wealth Management bought 11 Shopify shares in Q3 2026, an estimated $1.49K.
  • Shopify made up 0.02% of Mosley Wealth Management's portfolio in Q3 2026, its #256 holding.
  • Mosley Wealth Management first reported a position in Shopify in Q1 2026 and has held it in 3 quarters since.
  • 1,148 funds tracked by Wall St. Rank held Shopify as of Q3 2026.

Based on Mosley Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.