Next Level Wealth Planning
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Next Level Wealth Planning’s Shopify SHOP Stock Holding History

Next Level Wealth Planning’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 		$16.3K Buy
+110
New +$14.9K 0.01% 292

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

Next Level Wealth Planning's SHOP Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Shopify (SHOP) in Q3 2026: 110 shares worth $16.3K. The stake represents 0.01% of the portfolio and ranks #292 among its holdings.

991 funds tracked by Wall St. Rank hold SHOP as of Q3 2026.

  • Next Level Wealth Planning held 110 shares of Shopify worth $16.3K as of Q3 2026.
  • Shopify was a new Next Level Wealth Planning position in Q3 2026.
  • Shopify made up 0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #292 holding.
  • 991 funds tracked by Wall St. Rank held Shopify as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.