RMR Wealth Builders
SHOP icon

RMR Wealth Builders’s Shopify SHOP Stock Holding History

RMR Wealth Builders’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 		$1.19M Buy
8,008
+465
+6% +$63.1K 0.07% 114
2026
Q2 		$861K Buy
7,543
+21
+0.3% +$2.4K 0.05% 142
2026
Q1 		$892K Sell
7,522
-841
-10% -$111K 0.07% 125
2025
Q4 		$1.35M Sell
8,363
-454
-5% -$72.9K 0.11% 99
2025
Q3 		$1.31M Sell
8,817
-1,858
-17% -$252K 0.11% 97
2025
Q2 		$1.23M Buy
10,675
+265
+3% +$26.5K 0.11% 102
2025
Q1 		$994K Sell
10,410
-436
-4% -$47.5K 0.1% 106
2024
Q4 		$1.15M Buy
10,846
+305
+3% +$29.7K 0.12% 98
2024
Q3 		$845K Buy
10,541
+388
+4% +$26.8K 0.09% 116
2024
Q2 		$671K Sell
10,153
-906
-8% -$60.1K 0.08% 129
2024
Q1 		$853K Buy
11,059
+1,332
+14% +$105K 0.1% 109
2023
Q4 		$758K Sell
9,727
-2,960
-23% -$189K 0.11% 105
2023
Q3 		$692K Buy
12,687
+1,410
+13% +$85.4K 0.11% 99
2023
Q2 		$728K Sell
11,277
-3,400
-23% -$192K 0.12% 83
2023
Q1 		$704K Buy
14,677
+7,264
+98% +$320K 0.13% 85
2022
Q4 		$257K Buy
+7,413
New +$253K 0.06% 159
2022
Q2 		– Sell
-5,010
Closed -$339K – 214
2022
Q1 		$339K Buy
5,010
+830
+20% +$68.1K 0.07% 145
2021
Q4 		$576K Sell
4,180
-450
-10% -$65.8K 0.17% 64
2021
Q3 		$628K Buy
4,630
+30
+0.7% +$4.5K 0.18% 85
2021
Q2 		$672K Buy
+4,600
New +$567K 0.22% 77
2020
Q3 		– Sell
-2,560
Closed -$243K – 427
2020
Q2 		$243K Buy
+2,560
New +$178K 0.22% 99

Other funds holding SHOP

Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
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
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 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
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

RMR Wealth Builders's SHOP Position: Q3 2026 in Review

RMR Wealth Builders increased its Shopify (SHOP) stake by 6.2% in Q3 2026, buying an estimated $63.1K and bringing the position to 8,008 shares worth $1.19M. The position accounts for 0.07% of the portfolio, ranked #114.

RMR Wealth Builders first reported a position in SHOP in Q2 2020 and has held it in 21 quarters since. The position peaked at $1.35M in Q4 2025. 884 funds tracked by Wall St. Rank hold SHOP as of Q3 2026.

  • RMR Wealth Builders held 8,008 shares of Shopify worth $1.19M as of Q3 2026.
  • RMR Wealth Builders bought 465 Shopify shares in Q3 2026, an estimated $63.1K.
  • Shopify made up 0.07% of RMR Wealth Builders's portfolio in Q3 2026, its #114 holding.
  • RMR Wealth Builders first reported a position in Shopify in Q2 2020 and has held it in 21 quarters since.
  • RMR Wealth Builders's Shopify position peaked at $1.35M in Q4 2025.
  • 884 funds tracked by Wall St. Rank held Shopify as of Q3 2026.

Based on RMR Wealth Builders's 13F filing for Q3 2026, filed 22 Oct 2026.