Olistico Wealth
SHOP icon

Olistico Wealth’s Shopify SHOP Stock Holding History

Olistico Wealth’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 		$17.8K Hold
120
– – 0.01% 230
2026
Q2 		$13.7K Hold
120
– – 0.01% 232
2026
Q1 		$14.2K Hold
120
– – 0.01% 235
2025
Q4 		$19.3K Buy
+120
New +$19.3K 0.01% 218
2025
Q3 		– Sell
-120
Closed -$13.8K – 293
2025
Q2 		$13.8K Hold
120
– – 0.01% 250
2025
Q1 		$11.5K Hold
120
– – 0.01% 243
2024
Q4 		$12.8K Buy
+120
New +$11.7K 0.01% 235

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 30.35% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 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
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return

Olistico Wealth's SHOP Position: Q3 2026 in Review

Olistico Wealth held its Shopify (SHOP) position steady in Q3 2026 at 120 shares worth $17.8K. The position accounts for 0.01% of the portfolio, ranked #230.

Olistico Wealth first reported a position in SHOP in Q4 2024 and has held it in 7 quarters since. The position peaked at $19.3K in Q4 2025. 382 funds tracked by Wall St. Rank hold SHOP as of Q3 2026.

  • Olistico Wealth held 120 shares of Shopify worth $17.8K as of Q3 2026.
  • Olistico Wealth left its Shopify share count unchanged in Q3 2026.
  • Shopify made up 0.01% of Olistico Wealth's portfolio in Q3 2026, its #230 holding.
  • Olistico Wealth first reported a position in Shopify in Q4 2024 and has held it in 7 quarters since.
  • Olistico Wealth's Shopify position peaked at $19.3K in Q4 2025.
  • 382 funds tracked by Wall St. Rank held Shopify as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.