Retirement Wealth Solutions
SHOP icon

Retirement Wealth Solutions’s Shopify SHOP Stock Holding History

Retirement Wealth Solutions’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 		$3.26K Hold
22
– – ﹤0.01% 483
2026
Q2 		$2.51K Hold
22
– – ﹤0.01% 480
2026
Q1 		$2.61K Hold
22
– – ﹤0.01% 448
2025
Q4 		$3.54K Hold
22
– – ﹤0.01% 364
2025
Q3 		$3.27K Sell
22
-3
-12% -$407 ﹤0.01% 375
2025
Q2 		$2.88K Hold
25
– – ﹤0.01% 360
2025
Q1 		$2.39K Sell
25
-10
-29% -$1.09K ﹤0.01% 354
2024
Q4 		$3.63K Buy
+35
New +$3.4K ﹤0.01% 326

Other funds holding SHOP

TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Barton Investment Management
Barton Investment Management West Conshohocken, Pennsylvania $807M AUM 1.61% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 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
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Equitable Trust
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

Retirement Wealth Solutions's SHOP Position: Q3 2026 in Review

Retirement Wealth Solutions held its Shopify (SHOP) position steady in Q3 2026 at 22 shares worth $3.26K. The position accounts for ﹤0.01% of the portfolio, ranked #483.

Retirement Wealth Solutions first reported a position in SHOP in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.63K in Q4 2024. 631 funds tracked by Wall St. Rank hold SHOP as of Q3 2026.

  • Retirement Wealth Solutions held 22 shares of Shopify worth $3.26K as of Q3 2026.
  • Retirement Wealth Solutions left its Shopify share count unchanged in Q3 2026.
  • Shopify made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #483 holding.
  • Retirement Wealth Solutions first reported a position in Shopify in Q4 2024 and has held it in 8 quarters since.
  • Retirement Wealth Solutions's Shopify position peaked at $3.63K in Q4 2024.
  • 631 funds tracked by Wall St. Rank held Shopify as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.