Strong Retirement Solutions’s Shopify SHOP Stock Holding History

Strong Retirement 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	$1.63M	Sell	11,018 -7	-0.1%	-$950	0.92%	32
2026 Q2	$1.26M	Sell	11,025 -404	-4%	-$46.1K	0.75%	37
2026 Q1	$1.36M	Sell	11,429 -515	-4%	-$67.7K	0.95%	28
2025 Q4	$1.92M	Buy	+11,944	New	+$1.92M	1.3%	24

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

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

Strong Retirement Solutions reduced its Shopify (SHOP) stake by 0.06% in Q3 2026, selling an estimated $950 and leaving 11,018 shares worth $1.63M. The position accounts for 0.92% of the portfolio, ranked #32.

Strong Retirement Solutions first reported a position in SHOP in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.92M in Q4 2025. 85 funds tracked by Wall St. Rank hold SHOP as of Q3 2026.

Strong Retirement Solutions held 11,018 shares of Shopify worth $1.63M as of Q3 2026.
Strong Retirement Solutions sold 7 Shopify shares in Q3 2026, an estimated $950.
Shopify made up 0.92% of Strong Retirement Solutions's portfolio in Q3 2026, its #32 holding.
Strong Retirement Solutions first reported a position in Shopify in Q4 2025 and has held it in 4 quarters since.
Strong Retirement Solutions's Shopify position peaked at $1.92M in Q4 2025.
85 funds tracked by Wall St. Rank held Shopify as of Q3 2026.

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