Secure Asset Management
SHOP icon

Secure Asset Management’s Shopify SHOP Stock Holding History

Secure Asset Management’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 		$665K Hold
4,486
– – 0.09% 166
2026
Q2 		$512K Sell
4,486
-238
-5% -$27.2K 0.07% 185
2026
Q1 		$560K Hold
4,724
– – 0.09% 170
2025
Q4 		$760K Buy
4,724
+83
+2% +$13.3K 0.12% 150
2025
Q3 		$694K Buy
4,641
+182
+4% +$24.7K 0.11% 153
2025
Q2 		$514K Buy
4,459
+369
+9% +$36.9K 0.09% 186
2025
Q1 		$390K Buy
4,090
+20
+0.5% +$2.18K 0.08% 204
2024
Q4 		$433K Sell
4,070
-51
-1% -$4.96K 0.07% 213
2024
Q3 		$330K Buy
4,121
+1
+0% +$69 0.06% 233
2024
Q2 		$272K Buy
4,120
+207
+5% +$13.7K 0.05% 244
2024
Q1 		$302K Buy
3,913
+771
+25% +$60.9K 0.07% 182
2023
Q4 		$245K Buy
+3,142
New +$201K 0.07% 197
2020
Q3 		– Sell
-2,170
Closed -$206K – 166
2020
Q2 		$206K Buy
+2,170
New +$151K 0.15% 146

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 30.39% 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
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

Secure Asset Management's SHOP Position: Q3 2026 in Review

Secure Asset Management held its Shopify (SHOP) position steady in Q3 2026 at 4,486 shares worth $665K. The position accounts for 0.09% of the portfolio, ranked #166.

Secure Asset Management first reported a position in SHOP in Q2 2020 and has held it in 13 quarters since. The position peaked at $760K in Q4 2025. 456 funds tracked by Wall St. Rank hold SHOP as of Q3 2026.

  • Secure Asset Management held 4,486 shares of Shopify worth $665K as of Q3 2026.
  • Secure Asset Management left its Shopify share count unchanged in Q3 2026.
  • Shopify made up 0.09% of Secure Asset Management's portfolio in Q3 2026, its #166 holding.
  • Secure Asset Management first reported a position in Shopify in Q2 2020 and has held it in 13 quarters since.
  • Secure Asset Management's Shopify position peaked at $760K in Q4 2025.
  • 456 funds tracked by Wall St. Rank held Shopify as of Q3 2026.

Based on Secure Asset Management's 13F filing for Q3 2026, filed 19 Oct 2026.