NWF Advisory Services
SHOP icon

NWF Advisory Services’s Shopify SHOP Stock Holding History

NWF Advisory Services’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 		$354K Buy
2,384
+150
+7% +$20.4K 0.03% 282
2026
Q2 		$255K Hold
2,234
– – 0.02% 341
2026
Q1 		$265K Hold
2,234
– – 0.03% 314
2025
Q4 		$360K Hold
2,234
– – 0.04% 253
2025
Q3 		$332K Hold
2,234
– – 0.04% 277
2025
Q2 		$258K Buy
2,234
+17
+0.8% +$1.7K 0.03% 323
2025
Q1 		$212K Sell
2,217
-1,919
-46% -$209K 0.03% 313
2024
Q4 		$440K Buy
+4,136
New +$402K 0.06% 155

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

NWF Advisory Services's SHOP Position: Q3 2026 in Review

NWF Advisory Services increased its Shopify (SHOP) stake by 6.7% in Q3 2026, buying an estimated $20.4K and bringing the position to 2,384 shares worth $354K. The position accounts for 0.03% of the portfolio, ranked #282.

NWF Advisory Services first reported a position in SHOP in Q4 2024 and has held it in 8 quarters since. The position peaked at $440K in Q4 2024. 425 funds tracked by Wall St. Rank hold SHOP as of Q3 2026.

  • NWF Advisory Services held 2,384 shares of Shopify worth $354K as of Q3 2026.
  • NWF Advisory Services bought 150 Shopify shares in Q3 2026, an estimated $20.4K.
  • Shopify made up 0.03% of NWF Advisory Services's portfolio in Q3 2026, its #282 holding.
  • NWF Advisory Services first reported a position in Shopify in Q4 2024 and has held it in 8 quarters since.
  • NWF Advisory Services's Shopify position peaked at $440K in Q4 2024.
  • 425 funds tracked by Wall St. Rank held Shopify as of Q3 2026.

Based on NWF Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.