Roxbury Financial’s Shopify SHOP Stock Holding History

Roxbury Financial’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	$40.2K	Buy	271 +171	+171%	+$23.2K	0.03%	225
2026 Q2	$11.4K	Buy	+100	New	+$11.4K	0.01%	311
2026 Q1	–	Sell	-63	Closed	-$10.1K	–	405
2025 Q4	$10.1K	Sell	63 -6	-9%	-$963	0.01%	295
2025 Q3	$10.3K	Hold	69	–	–	0.01%	287
2025 Q2	$7.96K	Buy	69 +10	+17%	+$1K	0.01%	291
2025 Q1	$6.61K	Hold	59	–	–	0.01%	292
2024 Q4	$6.82K	Buy	+59	New	+$5.74K	0.01%	320

Other funds holding SHOP

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MWM

Meadowbrook Wealth Management Garden City, New York $95.4M AUM 31.96% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

GBT

Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

LWA

LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return

Roxbury Financial's SHOP Position: Q3 2026 in Review

Roxbury Financial increased its Shopify (SHOP) stake by 171% in Q3 2026, buying an estimated $23.2K and bringing the position to 271 shares worth $40.2K. The position accounts for 0.03% of the portfolio, ranked #225.

Roxbury Financial first reported a position in SHOP in Q4 2024 and has held it in 7 quarters since. 85 funds tracked by Wall St. Rank hold SHOP as of Q3 2026.

Roxbury Financial held 271 shares of Shopify worth $40.2K as of Q3 2026.
Roxbury Financial bought 171 Shopify shares in Q3 2026, an estimated $23.2K.
Shopify made up 0.03% of Roxbury Financial's portfolio in Q3 2026, its #225 holding.
Roxbury Financial first reported a position in Shopify in Q4 2024 and has held it in 7 quarters since.
85 funds tracked by Wall St. Rank held Shopify as of Q3 2026.

Based on Roxbury Financial's 13F filing for Q3 2026, filed 1 Oct 2026.