Proactive Wealth Strategies
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Proactive Wealth Strategies’s Shopify SHOP Stock Holding History

Proactive Wealth Strategies’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 		$421K Buy
2,842
+142
+5% +$19.3K 0.07% 161
2026
Q2 		$308K Hold
2,700
– – 0.05% 187
2026
Q1 		$320K Buy
2,700
+1,350
+100% +$177K 0.06% 174
2025
Q4 		$217K Hold
1,350
– – 0.09% 143
2025
Q3 		$201K Buy
+1,350
New +$183K 0.09% 139

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

Proactive Wealth Strategies's SHOP Position: Q3 2026 in Review

Proactive Wealth Strategies increased its Shopify (SHOP) stake by 5.3% in Q3 2026, buying an estimated $19.3K and bringing the position to 2,842 shares worth $421K. The position accounts for 0.07% of the portfolio, ranked #161.

Proactive Wealth Strategies first reported a position in SHOP in Q3 2025 and has held it in 5 quarters since. 1,148 funds tracked by Wall St. Rank hold SHOP as of Q3 2026.

  • Proactive Wealth Strategies held 2,842 shares of Shopify worth $421K as of Q3 2026.
  • Proactive Wealth Strategies bought 142 Shopify shares in Q3 2026, an estimated $19.3K.
  • Shopify made up 0.07% of Proactive Wealth Strategies's portfolio in Q3 2026, its #161 holding.
  • Proactive Wealth Strategies first reported a position in Shopify in Q3 2025 and has held it in 5 quarters since.
  • 1,148 funds tracked by Wall St. Rank held Shopify as of Q3 2026.

Based on Proactive Wealth Strategies's 13F filing for Q3 2026, filed 9 Nov 2026.